You are well aware of the many decisions that need to be made and the fact that they are all interconnected. We will guide you through each decision and help you craft a successful retirement - whatever that means to you.
We are personally committed to helping our clients plan and make the best financial decisions to reach their life’s goals. We believe this happens through a custom-designed financial plan guiding us toward investment and insurance solutions designed for more predictable outcomes. We are a multi-generational firm able to serve clients today as well as to continue serving their next generation into the future. We are your firm for life.
We know that as a team we are stronger than any one person.Elite Financial Solutions® was founded by Ben Lipschitz, who entered the the financial services, financial planning and insurance industry in 1982. In 2013, his son Nat joined the firm after eight years of running his own successful financial services business. Ben and Nat, together with their talented support staff, complement each other and leverage each other’s talents and experiences to serve clients’ wide variety of needs.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.
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