Our First Meeting

In the introductory meeting we learn about you and your current situation and you learn about Elser Financial Planning, Inc. This is a free meeting, over the phone or in person. . .

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Financial Planning

We provide fee-only, comprehensive financial planning incorporating retirement, estate, charitable and tax planning, life insurance needs, investment review . . .

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Investment Management

We believe in a disciplined, low-cost approach to investing that incorporates research, risk, diversification . . .

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