Elser Financial Planning, Inc. was founded in 2007.
EFP provides personalized, confidential financial planning and investment management to individuals, trusts, estates and small businesses. Advice is provided through consultation with our clients and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning and estate planning.
EFP does not act as a custodian of client assets, and clients always receive statements and trade confirmations from an independent custodian. We place trades for clients under a limited power of attorney. EFP is strictly a fee-only financial planning and investment management firm. We do not sell annuities or insurance or invest in any mutual funds or limited partnerships that pay a commission to the firm. We are not affiliated with entities that sell such financial products or securities.
As fiduciaries, we serve our clients’ best interests through our advice, planning, and investment management.