Elana Malekan Financial Professional that is contracted with the industry leading insurance and financial services organizations from all across the globe. This gives us the ability to offer more than one company service to our clients, keeping their mind at ease knowing they won’t be pressured to purchase any one company’s specific products or services.
Our Mission: Today, families are more worried than ever in regards to their financial future. Our mission as an organization is to reach out to families from all walks of life and educating them on the basic financial principles of planning for our financial future. Assisting on making educated decisions, whether is it preparing for: kid’s college, retirement and protecting our loved ones through insurance by keeping things simple and easy to understand.
Why Elana Malekan Financial Professional?
As a company, we don’t believe in just another product; instead, we believe in having a plan. Taking an educational approach with our clients to help them feel more confident in the decisions they make when stepping into the financial game of putting together a plan.
We offer a broad range of services such as:
- 401(K) Profit-Sharing Plans
- 401(K) 403(b) & TSA Rollovers
- College Planning Supplement
- Asset Protection
- Life Insurance — Temporary & Cash Value
- Long Term Care
- Estate Preservation
- Disability Insurance
- Advanced Retirement Planning (Individual & Corporate)
- Help business owners gain tax deductions through their business entity
- Defined Benefit Plans for corporations (IRC 412)
- Defined Contribution Plans
- Pension Design & Administration on corporate level
- Buy-Sell Agreements between partners