Products and Services

 

 

 

 

 

At Elsass Financial Group, Inc., we provide expert assistance in the following areas:

 

Personal Planning

Ø     Retirement Analysis

Ø     Estate Planning / Wealth Transfer

Ø     Educational Planning

Ø     Charitable Giving

Ø     Insurance Analysis

Ø     Long Term Care

 

Business Planning

Ø     401k/403b

Ø     Deferred Compensation

Ø     Profit Sharing

Ø     Defined Benefit

Ø     SIMPLE IRA

Ø     SEP IRA

Ø     Key Person Coverage

Ø     Buy/Sell Coverage

Ø     Business Continuation Planning

 

 

Investments

Ø     Mutual Funds

Ø     Brokerage Accounts

Ø     Variable/Fixed Annuities

Ø     Fee Based Money Mgt

Ø     401k/Pension/IRA Rollovers

Ø     Traditional/Roth IRA

Ø     529/Education Accounts

Ø     STRS/PERS

 

Insurance

Ø     Term Life Insurance

Ø     Variable Universal

Ø     Universal

Ø     Whole Life

Ø     Disability Income

Ø     Long Term Care

Ø     Medicare Supplements

Ø     Second to Die Policies