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INVESTMENT SOLUTIONS TO FIT EVERY NEED

You've worked hard to build your wealth and your legacy. Let our deep expertise help you build on what you've achieved

Retirement planning

Your golden years, perfectly polished

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For business owners

Your business, our expertise – a powerful combination

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Executive compensation analysis

Maximizing your rewards, minimizing complexity

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Legacy planning

Your values, your wealth – a lasting impact

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Strategic wealth management

Building your financial foundation, brick by brick

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Advisor coordination

Seamless collaboration for your financial success

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Retirement planning

Prepare for a comfortable and fulfilling retirement with our tailored planning services. We help you navigate the complexities of retirement savings, investment strategies, tax management, and income distribution, so you can enjoy your retirement with less worry.

Key services

  • Customized retirement savings plans: We assess your current financial situation and future goals to develop a personalized retirement strategy.
  • Investment strategies: Our advisors craft research-backed investment portfolios that align with your risk tolerance and time horizon.
  • Tax planning: We proactively plan for both current and future tax liabilities to protect your hard-earned savings.
  • Income distribution planning: We design strategies to optimally distribute income from pensions, social security, and investment accounts.
  • Long-term care insurance: We help you choose the right plan to cover potential expenses, safeguarding your savings and providing peace of mind.
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For business owners

Running a business is demanding, and managing your personal finances can add to the complexity. Our dedicated services for business owners include succession planning, risk management, and business continuity strategies, helping to ensure your business and personal financial health are in harmony.

Key services

  • 401(k) plans: Comprehensive services to help you and your employees save for retirement while providing valuable tax benefits.
  • Succession planning: We help you develop a comprehensive plan to ensure the smooth transition of your business.
  • Business continuity planning: Create strategies to maintain operations in the event of unexpected disruptions.
  • Risk management: Identify and mitigate financial risks to protect your business and personal assets.
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Executive compensation analysis

Your compensation package is multifaceted and requires specialized attention. We provide detailed analysis and optimization strategies for your executive compensation, including stock options, bonuses, and retirement benefits to help maximize your wealth and align with your long-term financial goals.

Key services

  • Compensation package review: We analyze every component to ensure alignment with your financial objectives.
  • Stock option planning: Develop strategies for exercising and selling stock options to help maximize benefits and minimize tax implications.
  • Deferred compensation plans: Evaluate and optimize plans to support your retirement and wealth accumulation goals.
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Legacy planning

Your legacy is more than just financial wealth—it’s the values and memories you leave behind. Our legacy planning services ensure your estate is managed according to your wishes, with strategies to help minimize taxes and administrative burdens.

Key services

  • Estate planning: We work with your attorney to develop comprehensive plans including wills, trusts, power of attorney, and special needs planning.
  • Tax-efficient strategies: Utilize smart approaches to help minimize the tax burden on your estate, preserving more of your wealth for your heirs.
  • Charitable giving: Create plans for charitable contributions that align with your values and maximize the impact of your generosity.
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Strategic wealth management

Build and grow your plan with confidence through our strategic wealth management services. Our expert advisors craft personalized investment strategies that align with your risk tolerance and financial objectives, helping you achieve sustainable returns.

Key services

  • Personalized investment portfolios: Tailored strategies reflecting your financial goals and risk appetite.
  • Asset allocation strategies: Utilize strategic allocation to balance risk and return, helping to ensure a diversified and resilient portfolio.
  • Regular portfolio reviews: Conduct regular reviews to adapt to market changes and evolving financial goals.
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Advisor coordination

We understand that wealth management often involves multiple professionals. Our advisor coordination services streamline communication and collaboration among your financial advisors, attorneys, accountants, and other professionals, helping to ensure a cohesive and comprehensive approach to your financial planning.

Key services

  • Team coordination: We act as the central point of contact for all your advisors to ensure seamless communication and collaboration.
  • Integrated planning: Develop holistic financial plans that incorporate input from all your advisors.
  • Progress monitoring: Regularly review and update your financial plan to ensure alignment with your goals.
  • Client advocacy: Represent your interests in all discussions with your advisory team, prioritizing your goals and preferences.
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Meet the Elemental team

Learn more about our team and how we can help you achieve your goals.

OUR TEAM

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BLACK DIAMOND
eMONEY
CHARLES SCHWAB