Take a tax-smart view.
We always take tax liability into consideration when making decisions regarding your portfolio. You can take full advantage of our firm’s specialized in-house tax team to meet your financial and tax planning needs.
Portfolio Management
We offer tailored guidance to help you make informed decisions that align with your financial goals. Together, we will employ investment strategies to help ensure your portfolio is diversified and optimized for potential growth.
Investment Advisory Services
We assist you in managing your money and provide advisory services including comprehensive guidance to meet your financial, taxation, estate, and legacy planning needs.
Retirement Income Planning
We will estimate your future cash flow and create a retirement plan that identifies your income sources and expenses, and then help manage your assets to pursue your retirement income goals.
Employer Plan Rollovers
We'll help you manage tax implications, avoid penalties, and optimize your investment options for long-term growth, so your 401(k), 403(b), and other retirement plans are transferred smoothly and strategically.
Risk Management & Insurance Solutions
We'll help you pinpoint and mitigate potential risks that could impact your financial security while offering guidance on selecting the right kinds of insurance coverage to help protect your wealth.
Charitable Giving/Philanthropic Planning
Maximize the impact of your contributions and align them with your goals with strategies designed to enhance tax benefits and help ensure your giving reflects your values and passions.
Tax Preparation
We have provided tax services for individuals, partnerships, corporations, estates, and trusts for more than 40 years. Our tax compliance services include preparing and filing returns and communicating with taxing authorities on your behalf.
Tax Planning & Optimization
We are keenly focused on taxes. We'll help you take advantage of tax-efficient investment vehicles, explore opportunities for tax-deferred growth and capital gains optimization, and leverage strategies to minimize your tax burden..
Estate & Legacy Planning
We'll help you navigate complex estate laws, minimize taxes, and create a clear plan that reflects your values and goals while preserving your legacy.
Insights from our clients
352305"We first worked with Elefant Financial (EF) over 20 years ago, for a tax issue. After learning that they also offered wealth management services, we soon engaged them and quickly came to appreciate their sound financial advice, and willingness to really listen. They took the time to understand our current and future needs, before advising us on any specific investments.
For example, David and Ian made numerous useful recommendations to help us build a diversified portfolio. They opened our eyes with great advice on different ways to take advantage of market opportunities, all with the goal of reducing risk of loss and minimizing tax implications.
Another example of EF’s superb client focus: Lori (the operations manager) researched and prepared for us a detailed cost-benefit analysis / recommendation for Long Term Care, after we had asked EF to help us learn more about various LTC options.
EF takes the time to really understand your needs and your risk appetite, and as you are guided through portfolio adjustments, they actively monitor and formally report on the financial results, every quarter.
To me, EF is always prepared. They have excellent communication skills, and a genuine interest in helping clients optimize their assets to build wealth. We could not be happier!"
-Brian Halpin
The statement was provided on November 1, 2024, by Brian Halpin, who is a current client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.