Retirement and Estate Conservation

Elm Financial Group is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:


  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I get the most out of my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for higher potential returns while reducing risk?
  • How can I "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?



We offer financial products and services tailored to your individual needs. Elm Financial Group is committed to you for the long term.

Calculators

Newsletters

Subscribe to our Newsletter

Market Watch

January 15, 2021 @ 12:20 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq Composite ETF -0.2%  
Nasdaq 100 ETF -0.1%  
S&P 500 ETF -0.2%  
S&P 100 ETF -0.3%  
S&P Mid-Cap 400 ETF -0.3%  
PHLX Semiconductor Index ETF -0.4%  
OSX Oil Service Sector Index ETF -2.3%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.