Elite1
64 posts since
Nov 14, 2008
5.
Re: Turbulent Economic Environment! Dec 13, 2008 6:12 PM
in response to:
val_cards
Elite Financial Services, LLC is an accounting office. I am the owner of the company. This company provides bookkeeping, payroll, and income tax preparation services. I have a very high success rate; 95-99 percent of my clients return every year and many bring a friend/family member. Most of those that do not return no longer require the accounting/tax services (i.e. retired and no longer required to file) My fees vary based on the clients needs.
Independently, I provide financial services through World Financial Group. Here is the website if you wish to see what this company is about: www.wfg-online.com. Initially, I wanted the two to be one, but am unable to do so. I must provide investments and insurance as an independent contractor. These services are commission based.
That's a shame about your father. Many investmentments have diminished over the past year, due to lack of implementing changes in allocations near the beginning of the year. I put my clients into products that they desire/are suitable for the investor. I make recommendations, of course. The broker I work for has several investment products to choose from...mutual funds, variable annuities, fixed annuities, etc.
Tanya
Elite Financial Services, LLC
