FINANCIAL PLANNING SERVICES

Elite Accounting specializes in financial planning services to preserve wealth and protect your assets for the future. Our vast knowledge of financial services gives us the insight to help clients make critical decisions that affect their future. We spend considerable time developing a thorough understanding of your personal financial goals so we can coordinate a personalized plan that will allow you to feel confident and well-prepared for the years to come. We analyze your assets, sources of retirement income, investment options, and consider various alternatives for retirement planning, in order to maximize the value of your estate.

 

Planning adequately for the financial security of you and your family requires the assistance of the qualified professional at Elite Accounting.

 

We've been working with local Seattle area individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

 

Financial Services for Individuals

  • Asset allocation

  • Investment performance monitoring

  • College savings plans

  • Retirement planning

  • Life insurance, health insurance and disability planning

  • Estate planning

  • Business succession planning

Financial Services for Businesses

  • Employee benefit plans

  • Profit-sharing plans

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