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At Elemental, we identify the ideal mix of elements to construct a financial plan tailored to your needs. See how we can help.

Your Goals. Our Strategies.

Achieve Financial Independence with a Plan Tailored to Your Needs

  • Investments

    Nobel Prize winning research in economics provides the framework for technology we utilize to identify an investment portfolio that balances your goals with your tolerance for taking on investment risk.1

  • Insurance

    A prudent insurance strategy is an important element of your financial plan. Let us help you protect your family from the financial consequences of life's unexpected events.

  • Tax Planning

    By efficiently managing your tax liabilities, we aim to preserve more of your funds for retirement.

  • Estate

    Effective estate planning enables you to manage your affairs during your lifetime and beyond. We'll help you secure your legacy for generations to come.

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Meet Our Team

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

What Sets Us Apart

What Sets Us Apart

Don’t let your “finacial" plan come up short. In constructing your complete financial plan, we combine expertise in financial planning with award winning academic research on retirement investing.2 By working closely with you to develop your personalized financial strategy, you will have more confidence in your ability to reach financial independence.

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Our Mission

Our Mission

Our primary mission is to develop a long-lasting, trusting relationship with you. Simply put, you come first, always. As an independent firm, we are free to seek out the products and services that best fit your financial needs.

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Our Process

Our Process

Your goals, desires, constraints, and tolerance for taking investment risk are unique to you. Thus, we believe your financial plan should also be unique to you. We utilize technology based on Nobel Prize winning research in economics1 to construct an investment portfolio that fits your specific investment needs to help you reach your goals.

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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Tell Us How We Can Help You Today!

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.