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    Welcome!

    In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.

    Elite Financial Associates was built to help CPAs:

    It is better to take the time and energy to build one genuine relationship than it is to casually build 100 superfluous relationships.

    Elite Financial Associates is designed to help CPAs deliver more value to their clients. We accomplish this by training them on the basics of the necessary solutions, leading them through a process to identify opportunities, and providing them with a team made up of many of the country’s top specialists. Ultimately, this allows them to deliver some of the best available solutions in what many believe to be the most efficient and risk-free system available.

    By working with Elite Financial Associates, and utilizing our Team Based Model, you will learn how to:

    As your partner using the CPA Team Based Model, you can expect me to personally meet, educate, and train you to work more proactively with your clients, and help you identify opportunities to:

    Complimentary Retirement Kit
    Enter your information to request this Kit including three separate guides that address several retirement topics. 
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    Securities offered through Alexander Capital L.P., Member FINRA/SIPC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.