FINANCIAL HEALTH

​​

Now that tax season is over, ELQ is offering all of our clients a thorough financial review. As you know, your tax return indicates a good picture of your present financial position as well as your family status. Having been your tax preparer for some time now, I have observed your progress over the years. One of the most important things you can do is to harness you financial potential by developing a sound plan designed to create as much wealth as possible for you and your family.

 

I have formed a strategic alliance with a Certified Financial Planner    ("CFP") who is associated with a major financial advisory company. Not only is my partner a CFP   but he is also a CPA with over 30 years of experience. He can offer you a full range of services, which include investment planning, insurance planning, retirement planning and financial planning services, which includes his ability to create a comprehensive financial plan for you and your family. His mission is to assist in maximizing your potential and making sure your goals and objectives are realized. I have arranged for you to obtain consultation with him at no charge.

 

CALL TODAY to set up an appointment. Slots are filling up fast, but I want YOU to benefit from this great opportunity. Our goal at ELQ is to enhance your experience with our company by providing you with timely additional services.

 

Create your financial wealth today,

 

Nai Whitaker

TM

TM