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.

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Newsletters

  • Avoiding Probate

    Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

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