Elevate Financial Services

03/02/2025

No better time than now to get control over your finances and in turn get control over your life. Is your family protected? Are you saving for retirement? Do you have a wealth preservation strategy in place? I offer free consultations to discuss your financial goals and needs. Here is a link to my calendar: https://calendly.com/jim-felman/consultation

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

08/09/2024

Please join me and a couple of my colleagues speak about retirement planning, traditional retirement savings strategies, tax treatment, and alternative savings strategies. Hear about how tax rates, market risks and other factors impact retirement savings and potential ways to mitigate those risks. Thursday August 15th 8:00 PM - 9:00 PM EST. If interested, please send me a message or post in comments and I will send you the Zoom link.

05/23/2024

We are in search of entrepreneurial-minded individuals to partner with us to further our mission to provide families with a financial education and potential strategies and solutions to secure their financial future (retirement, college savings, income protection and liquidity).
This role is fully remote and can be either 1) part-time or 2) full-time.
This is an excellent opportunity for the stay-at-home career seeker, those that want to be their own boss, or those who would like to add another stream of income. You do not have to leave your current job for either role.

If you would like more information about this opportunity and how to apply, please click on the link below. You can also message me directly.

04/30/2024

Hi everyone. I'm seeing many of my connections changing jobs and perhaps starting a second career as retirement approaches. As you all may know, I did this in 2022. I'm excited for you all as you continue your journey.

This may be a good time to look at alternatives relative to a previous Employer deferred compensation plan that you may have - 401(K), 403(B), 457(B), etc. You can roll any of these over into your own personal account. No taxes or penalties are incurred with a direct rollover. Many 401(k)s have been left behind at old jobs paying administrative and investment fees. I urge everyone to get informed to reduce and perhaps eliminate these losses, especially in the uncertain market that we are in currently.

If you are interested in hearing how to do so, please reach out to me. I am happy to help or at the very least offer expert information and recommendations. Jim

04/09/2024

Over the past two years as a financial coach, I have been helping families and small businesses get control of their day-to-day finances, reduce and pay off debt, and implement long term savings and retirement plans. It has been a rewarding endeavor not only for my clients, but for me as well. There are so many families in America struggling just to make ends meet, and I am glad I can be there to inject hope and forge a path forward with those I meet.
Recently, I also started a financial services business to complement coaching. I am now able to help individuals focus on ways to protect their families, assets and save for retirement. I specialize in retirement planning, wealth management and term and permanent protection. For businesses, I can help with executive bonus plans, key person life insurance, and buy-sell agreements.
There are many solutions I can bring to the table to provide family protection, long-term care, and wealth accumulation.
If anyone is interested in hearing more details, please reach out to me. I am happy to discuss how a financial coach can help you achieve your financial goals, as well as how I can also help with asset protection and wealth preservation strategies.

04/03/2023

What does a financial coach do? Well, that’s a good question. A lot of times a financial coach is confused with a financial advisor or a certified financial planner. Those individuals advise and help you with financial investments and building an investment portfolio. A financial coach helps individuals manage their day to day cash flow. A coach guides you to develop a spending plan, create and maintain a monthly budget, pay down and eliminate debt and build savings for homes, cars, vacations, and retirement. A financial coach works with you to coordinate with other professionals, such as health and life insurance agents, real estate agents, accountants, lawyers, and financial advisors to ensure you have appropriate representation for all of your financial needs. You have financial goals and dreams. Sometimes life gets in the way and causes you to veer off course. Or maybe you just don’t know how to get there. A financial coach helps you to develop a plan, work that plan, and guide you to financial success. Whatever stage you are in life - just starting out, married with kids, planning for college, or nearing retirement - a financial coach can help you achieve your goals. It’s never too early or to late to have a financial coach in your corner.

03/29/2023

Welcome all! I'm excited about sharing life-changing solutions to individuals, families and small businesses that are facing struggles, in the course of pursuing their financial goals. Let's take the fear out of finances and build a life of financial freedom you've always envisioned.

If you'd like to experience how a financial coach can empower you to take charge of your money, please click on this link to schedule a FREE consultation:

Is financial coaching right for you? Let's discuss your financial goals and dreams. This is a hassle-free, no-obligation call to get to know each other a bit. It allows me to hear more about your situation and specific needs, and gives us an opportunity to determine a path forward.