My journey is about providing excellent service with each interaction. I believe in thorough, thoughtful planning. I am a 2014 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness.
Elsass Financial Group, Inc. has offices located in Wadsworth, Ohio and Canfield, Ohio. As independent advisors, we are not affiliated with any insurance or investment companies, letting the needs of our clients drive our recommendations. As a client-focused firm, it is our mission to act in good faith and in the best interest of our clients at all times. Our programs are focused on accomplishing our clients’ goals and objectives in the most effective manner possible.
Our firm provides expert assistance in personal planning, business planning, investments, and insurance. We work diligently with our clients and their tax and legal advisors to clearly define their life goals. We analyze the present investment positioning, future income flows, potential liabilities, income taxes, estate planning, client risk capacity, risk tolerance, and client time horizon. We consider alternative strategies and develop specific recommendations for efficiently reorganizing and consolidating liquid investment assets. Finally, based on our clients’ needs, we help select an investment strategy that is customized to pursue their unique goals and objectives.
It is our core belief that striving to exceed client expectations is not only our duty, but key to the success of our firm.
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Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Karl Elsass, CFP®, AIF®, CLU®, ChFC®, President – Elsass Financial Group, Inc. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Elsass Financial Group are not affiliated.
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