Sharon Eliot

Background

About Sharon Eliot

What would happen if you became sick or injured and couldn't work, for 6 months or longer? How would your business continue? Who would pay the bills? Who would take care of your family? I am passionate about educating people on how to make wiser financial decisions. I specialize in working with Medical professionals, families and business owners to move them closer to Financial Balance®. My protection-first philosophy ensures that what you have today, and what you gain tomorrow, will not be exposed to risk. I guide my clients toward financial success by building and protecting a strong financial foundation. To accomplish this I perform a protection audit to measure and optimize your financial status. I will share ideas and strategies to help accumulate wealth, protect current assets, and pass on a legacy to the next generation in the most effective way possible. I work with a team of professionals at Certified Financial Services who are all committed to achieving financial success for our clients. We have formed strong alliances with accountants, business and estate attorneys, and highly knowledgeable professionals in qualified and non-qualified plans to provide our clients with new and innovative strategies. We take pride in making sure that every individual understands completely the importance of being financially sound. Financial Balance® is a service mark of The Guardian Life Insurance Company of America® (Guardian), New York, NY © 2021 Guardian /COMPLIANCE:2022-643/