About Elite Financial Group
About Elite Financial Group
To act as a resource for our clients and treat their financial decisions as if they were our own.
For our clients to proudly recommend us as their most trusted advisor to their friends, family and co-workers.
What Sets Us Apart
We use a Coaching approach. First, we work with clients to assemble all relevant information through a proven proprietary questionnaire system called LEAP. This involves pre-meeting “homework” on the part of the client, followed by an in-person meeting with one of our financial professionals. All of which is provided at no cost. Once your goals are clear and your resources are defined, we can create a comprehensive proposal aimed at meeting your financial goals.
Your Most Trusted Advisor
Our comprehensive planning takes place in three steps:
Present Plan Analysis
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Elite Financial Group (EFG) is a registered investment adviser located in Gaithersburg, MD. EFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. EFG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of EFG’s web site on the Internet should not be construed by any consumer and/or prospective client as EFG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by EFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of EFG, please contact the state securities regulators for those states in which EFG maintains a registration filing. A copy of EFG’s current written disclosure statement discussing EFG’s business operations, services, and fees is available at the SEC’s investment adviser public information website – adviserinfo.sec.gov or from EFG upon written request. EFG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EFG’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through EFG and individually licensed and appointed insurance agents.