Services for Individuals and Families

We work with our clients to develop a financial model to build wealth and security.

Begin your planning with a Free Consultation

Services for Individuals and Families

At Elite Financial Group, we understand that financial assets aren’t just numbers on paper – they allow you to feel secure, to handle a family emergency, to send a child to college, or to retire in comfort.

We work with our clients to develop a financial model that takes all their needs – current and future – into account. Because we look at all the possibilities before making any recommendations, we can identify the most cost-effective approach to building wealth and security.


Home Buying

So, you’re thinking about buying a home. What are some of the things you will need to know to make a wise choice?

We can provide you with critical knowledge to ensure your home purchase is as smooth and financially sound.

Purchasing a home is one of the most important investment decisions of your life. Our financial advisors can help you by discussing what to do, what to avoid, who to consult and when.


Higher Education

Saving for your children’s education does not have to be an all or nothing proposition, or even an “expensive” project on a month-to-month basis. As we all know, the same keys apply to retirement as they do to saving for your children’s education.

Grandparents are discovering they can create incredible financial and legal mechanisms to provide for their grandchildren as well as great-grandchildren’s educational needs with proper Estate planning.

Insurance Services

Elite Financial Group can assist you with all of your insurance needs. If you need a complete review of all of your insurance policies or just have a question regarding basic coverages, we can assist.

Whether it’s life insurance, health insurance, long term care insurance or disability insurance, EFG will ensure you have sufficient coverage.



Formulating a retirement plan early is key to a worry-free retirement. Putting together a retirement plan is easy with Elite Financial Group.

We work with you to achieve your retirement goals at an affordable and manageable plan that ensures your financial success when you are ready to retire.

We offer advice and service that includes a wide variety of financial approaches, strategies, and instruments, such as:
  • Traditional/Roth IRA’s
  • Wills
  • Trusts, including revocable living trusts
  • Investment advice and portfolio management
  • Annuities
  • Retirement planning
  • Insurance services
  • College savings plans
  • Real Estate asset management
  • Gifts within the family
  • Family partnerships
  • Charitable donations

Your Most Trusted Advisor

Our comprehensive planning takes place in three steps:


Present Plan Analysis

First is present plan analysis. Understanding what you have in place and how you have made financial decisions in the past.



Second, we educate you about what opportunities are available and carefully scrutinize the different options and weigh their outcomes on our financial model.


Implement Plan

And lastly, we implement the plan that most effectively grows your wealth, minimizes risks, and allows us to distribute the maximum amount of net dollars to you, your family, and to charities. All of our planning decisions will be mathematically verifiable as the correct course of action and will remain flexible to adapt to tax law changes, market volatility, or other variable conditions.

Contact Us


17B Firstfield Rd. Ste 108
Gaithersburg, MD 20878


 (240) 912-7507