Elite Financial Partners

Newsletters

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.