Are you ready to take a proactive approach to your financial situation?
Our Web site contains information to help you gain a better understanding of the financial concepts behind wealth preservation, retirement planning, investing, insurance planning, estate planning, and advice. More importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. It is our desire that you take advantage of these resources and visit us often. Wealth creation is one of the best-kept secrets on the planet. We ask that if you find this site useful you tell a friend; and please remember, "Wealth is our legacy, Pass it on!"
Ellis Liddell, Chairman/CEO
The advisors at ELE Wealth Management, Inc. are committed to helping you reach your financial goals. To help secure your financial future, we welcome the opportunity to meet with you and discuss how we may assist you in your planning. This process allows our firm to work closely with clients to determine their needs while recommending suitable strategies and actions. In these days of financial uncertainties, retirement planning is a must, not a luxury, and you must choose to be financially secure because it is not a right to which you are automatically entitled.
Because the advisors at ELE Wealth Management specialize in retirement and income planning, we believe we have the advantage of offering our clients expert knowledge and service in these areas. It is our objective to make sure we have recommended a suitable plan of action for those years most important to you - “The Retirement Years.”
Our financial services include expert advice on Company Retirement Programs, IRA Rollovers, and Investment Options for Retirement Plans. Our firm also works in the area of Estate Planning, Insurance Planning, Income Planning, Mortgage Services, and Tax Preparation.
ELE Wealth Management has provided financial seminars and workshops for a number of companies and organizations such as AT&T, Hewlett Packard, Lucent Technologies, NCR, Texas Instruments, and various churches, including the prestigious Potters House, and civic organizations.
Ellis Liddell, President of ELE Wealth Management, has thirty years of experience in the financial arena.
OUR FREE SEMINARS & WEBINARS are educational and designed to help you achieve your retirement, estate planning, and financial goals covering topics such as:
- What you should know about 401(k) & Pension Rollovers
- Investment strategies in an uncertain market
- Strategies for your retirement income
- Control risk on your investment portfolio
- Getting income or growth from your investment
- Pension, 401(k), and Social Security Seminars
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.