Elefante Financial Services

Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity. Our services include: • Investment and Asset Allocation Planning • Retirement Planning • Life Insurance Analysis and Solutions • Education Funding / Planning • Estate Planning • Fee Based Planning Services • Small Business Retirement Plans Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit