Firm Overview

We plan first and act second as our approach to financial services. We devote as much time as necessary to truly understand your situation, goals and risk tolerance in order to establish a plan that helps you make sound decisions. Our mission is to educate each discerning client so the complex nature of financial services is much simpler whether in the accumulation or distribution phase of their financial life.

We are an independently managed financial services firm offering financial planning, investment management and insurance planning. We have access to a robust range of products and solutions, enabling us to assist with issues such as asset management, financial goal setting, income planning for retirement and estate planning.

As a multi-generational firm we are able to serve clients of all ages today as well as to continue serving their next generation into the future. We are your family’s firm for life.

How We Got Our Start

A Lifetime of Solving Problems

Some people receive great satisfaction from helping others and solving problems. Ben Lipschitz is one of those unique people. When Ben was in his early 20’s, his hang-out was a local electronics store. He enjoyed helping customers with questions and would often step behind the counter, even though not a paid employee, to assist them.

Ben would ask customers of the electronics store how he could help, ask questions about what they liked and didn’t like about certain stereos, listen, and make informed recommendations. This is when Ben first realized that he was effective at solving problems and he enjoyed being able to help others.

Ben’s objective has always been to develop solutions - it’s his unique ability. This ability is what led him into the financial services industry and to start his own firm, Elite Financial Solutions^®.

This theme of problem solving has been with Ben throughout his career. His greatest satisfaction as a financial advisor today comes when he is able to help a client solve a problem – even when he doesn’t get paid directly for that advice – just like at the electronics store.

Team

At Elite Financial Solutions^®, we take a team approach to wealth management. We know that as a team we are stronger than any one person.

Elite Financial Solutions^® was founded by Ben Lipschitz, who entered 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.

The team is credentialed, highly educated and experienced in wealth accumulation, wealth preservation, and wealth income distribution. We can effectively take clients through every phase of their financial life with an unwavering commitment to service excellence.