• Are You Financially Independent?
    Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
    Connect with us Phone: 800.889.3017 / info@EliteFinancialAssociates.com / Visit Us!
    Here’s our story. We look forward to hearing yours.
    At Elite Financial Associates, our sole focus is YOU.
    Home » Media

    News and Resources

    “Gaining (from) your clients’ trust, How CPAs can shift from service provider to essential business adviser”, By Lindsey Ferguson, CPA: http://www.journalofaccountancy.com/Issues/2012/May/20114885.htm

    “State of Accounting: Why CPAs Must Change”, By Geni Whitehouse: https://www.linkedin.com/today/post/article/20140325082113-1453216-state-of-accounting-why-cpas-must-change

    “CPA Horizons 2025: A Road Map for the Future, 10 topics every CPA must examine to stay ahead of the curve”, Journal of Accountancy: http://www.journalofaccountancy.com/Issues/2011/Dec/20114670.htm

    “Reactive CPAs Lose Clients, Survey Says”. AcctgWorks: http://acctgworks.com/2014/04/20/reactive-cpas-lose-clients-survey-says/ 

    Complimentary Retirement Kit
    Enter your information to request this Kit including three separate guides that address several retirement topics. 
    • Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
    Resources
    » Stay abreast of the stories and headlines that impact you. Check out the news about Elite Financial Associates and other topics of interest.
    » View our Library
    Calendar
    » We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    Securities offered through Alexander Capital L.P., Member FINRA/SIPC. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.