Elite Resource Group
It’s Not Just About the Numbers. We Understand What Your Money Needs.
ABOUT US
In a world overflowing with financial advice, it's clear that success remains elusive for many. Countless Americans struggle with saving for their goals, managing debt, and keeping up with soaring healthcare and education costs.
Even those with 401(k)s and retirement plans often hope their efforts will be "enough," while the wealthy often find it challenging to grow and protect their assets from market fluctuations and taxes.
At Elite Resource Group, we don't aim to help you succeed better at flawed strategies. We begin with your ideal life, while looking at the total movement of your current wealth and we decide how to take advantage of things you are currently doing. We then plan your financial life around it so that it aligns with your core values and your personal goals. We help you achieve safe growth while offering simple advice you can trust.
OUR SERVICES
INSURANCE REVIEW
We assess your insurance needs and current coverages, including deductibles. Whether you're considering new policies or evaluating existing ones, we provide a thorough review of life, health, disability, and long-term care insurance to ensure you have the right protection in place.
ESTATE PLANNING
We guide you in planning for the care of your children and the distribution and titling of your assets. Our focus is on protecting your assets, minimizing estate taxes, and reducing probate costs, ensuring your wishes are carried out smoothly.
RETIREMENT PLANNING
Retirement is a key goal for many of our clients. We explore various "what if" scenarios to ensure your plan accounts for factors like inflation, your spending habits, Social Security benefits, required IRA distributions, tax brackets, and any pensions. By creating an annual budget, we determine exactly how much you'll need to enjoy a comfortable retirement.
COLLEGE PLANNING
We assist clients in clarifying what college planning means for their family. We facilitate discussions between parents to help them align on key decisions and strategies for funding education.
FINANCIAL ANALYSIS
We offer in-depth financial analysis services, including financial modeling, budgeting, and guidance on mergers and acquisitions. Our team helps you make informed decisions, refine your financial strategies, and drive your business forward with clarity and confidence.
BOOKKEEPING
Experience peace of mind by entrusting your personal or business finances to our skilled bookkeeping team, with over 22 years of expertise. We meticulously organize your financial records to ensure accuracy and efficiency. Additionally, we integrate our bookkeeping services with tax planning strategies to optimize your tax position and help you navigate complex tax regulations. Our comprehensive approach ensures that your finances are not only well-managed but also strategically aligned for maximum benefit.
CONTACT
EMAIL: tasha@eliteresourcegrp.com
OFFICE: (512) 434-0739
HOURS OF OPERATION
Mon - Fri: 9am - 6pm
Saturday: By appointment
Sunday: Closed