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Additional information |
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D.G. Elliott Financial Services, Inc. |
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Overview:
D.G. Elliott Financial Services PS, is committed to your success. We make it our business to know you well enough to improve your wealth, tax position, capital position, business structure and benefits packages. We are a fee based only firm, and earn our fees by adding value to your asset base. We have learned a great deal in this business since beginning in 1971. And we are ready to apply this knowledge to enhance your growth and success. Together we can conquer all of the intricacies of doing business in today's fast-paced economy. We clear our Buy & Sale of Securities through TD Ameritrade.
Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:
Tax Planning and Return Preparation Services
Expertise. Peace of mind. These are the things that you can expect your tax adviser to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Whether you are an individual or operate a multi-tiered corporation or partnership, our company can accommodate your needs for tax planning and preparation.
Portfolio Management Advisory Services
At D.G.Elliott Financial Services we have a simple mission: help clients achieve financial independence. That means growing assets and preserving wealth.
Our approach to investing is a Six-Phase process.
* Understanding You : Your circumstances, risk tolerances,and goals
* Market Analysis: How much risk is in the market
* Sector Analysis: Which sectors have the best relative strength
* Technical Research: Using TD Ameritrade, VectorVest,IBD, The street.com to do our research
* Fundamental Research: The financial strength of individual stocks, ETF, Mutual funds
* Management of Risk:Follow-up & Reviewing of portfolios.
David Elliott is a registered investment adviser is the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
We offer a fee based portfolio management for Individuals,Company Retirement plans, IRA/Roth, & 401-K.
Accounting Services
In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your accounting services.
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Employee Benefits / Compensation
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan. |
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