Elle Investment Group is a full service Investment Management and Financial Planning firm. We are fiduciaries to our clients, focused solely on providing sound financial planning and wealth management services. We specialize in investment and financial advice for individuals, families, and businesses.
Services
CUSTOMIZED SOLUTIONS
ASSET MANAGEMENT
- Review current investments, risk tolerance, and goals
- Create a customized portfolio
- Continuously monitor and manage risk in real-time
LIFE PLANNING
- Lifestyle review and income requirements
- College planning and 529 plans
- Risk review
- Work based pension benefit assessment
PERSONAL PROTECTION
- Family & personal planning
- Life insurance
- Long term care
- Income protection
- Home/Auto/Health
BUSINESS SUCCESSION PLANNING
- Business needs review
- Business valuation
- Succession plan documents
- Succession plan funding
BUSINESS SOLUTIONS
- Retirement: 401K, IRA, Profit Sharing, 403(b)
- Health Insurance
- Business Insurance: General Liability, Workers Comp, Auto Property