Retirement Income Planning
Social Security Election Strategy
Investment Management
Elite Financial Solutions®
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.
Team Approach
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.
