Services for Business Owners

We know how to help you set up and maintain your financial infrastructure so that you can concentrate on what you do best – running and growing your business.

Begin your planning with a Free Consultation

Schedule Today

Services for Business Owners

When your family’s livelihood – and its future financial health – depends on your business, you need access to the best possible advice, a deep bench of talent. We can work with you, not only to avoid financial missteps, but to actively plan for success and prosperity.

Elite Financial Group knows how to help you set up and maintain your financial infrastructure so that you can concentrate on what you do best – running and growing your business. We analyze key business choices so that you can make informed decisions, with confidence that every eventuality has been considered and addressed.

We are happy to review with you, at no cost, the steps you’ve already taken to secure your business and move it forward.

We have expertise in areas such as:

  • Buy-Sell agreements
  • Executive bonus programs
  • Disability buyout plans
  • Key employee insurance
  • Split dollar
  • Defined benefit plans, and
    contribution structures
  • Deferred compensation
  • Qualified Plan Administration
  • Group Insurance
  • Section 125 plans for pre-tax
    dependent care and medical
    expense accounts
  • Qualified retirement plans
  • Tax Strategies

Call Today:

240-454-7079

Schedule Consultation

Your Most Trusted Advisor

Our comprehensive planning takes place in three steps:

9

Present Plan Analysis

First is present plan analysis. Understanding what you have in place and how you have made financial decisions in the past.
9

Educate

Second, we educate you about what opportunities are available and carefully scrutinize the different options and weigh their outcomes on our financial model.
9

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.
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Contact Us

Address:

17B Firstfield Rd. Ste 108
Gaithersburg, MD 20878

Phone:

(240) 454-7079

Fax:

 (240) 912-7507

Email:

info@elitefingroup.net

Check the background of your financial professional on FINRA's BrokerCheck.

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.