Our mission is to improve the lives of those we encounter by helping them to celebrate what's right with the world. David Elefant Wealth Management Group provides a Family Wealth Management service that is holistic, integrates taxation and investments as a core principle, and provides for a legacy which will live on for generations to come.
The structural diversity of the American family has never been so varied. We strive to understand the unique circumstances of each household in order to achieve near- and long-term goals.
Monitoring and managing existing investment portfolios can be challenging. Our clients understand the necessity to partner with a team they can trust to provide them with accurate financial information as well as timely advice in terms that they can act upon.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
A letter of instructions provides additional and more personal information regarding your estate.
Being healthy not only makes you feel good, it may also help you financially.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
It sounds simple, but paying yourself first can really pay off.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential capital gains taxes due on your transactions.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work in 2012 to pay federal tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Recent changes in estate tax laws could affect the strategy you have in place.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.