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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Understanding how a stock works is key to understanding your investments.
Knowing the rules may help you decide when to start benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Healthy habits are one of the greatest gifts to give your child.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Are Real Estate Investment Trusts right for your portfolio?
$1 million in a diversified portfolio could help finance part of your retirement.
Have you explored all your options when it comes to managing your taxable income?
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”