We understand the things that are important to you. And our relationship with you and the process for securing your family's future begins right there. At the office of Donna A. Elison, we put not only our own considerable experience to work on your behalf, but also through Donna's membership in The Nautilus Group®, a service of New York Life Insurance, we have acess to the knowledge of an elite team of professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.
Clarify your concerns and objectives
Provide a clear analysis and projection of your personal and business financial information
Explore possible strategies to achieve your goals
Collaborate with your circle of advisors
Implement and follow up with your plan
Create a summary of your plan
"I always work to put forth my clients’ best interests first. I want to know what’s most important to them and what keeps them up at night. Sometimes in life certain planning may seem too challenging to face, and people may choose to do nothing at all. I will take all this on for my clients and guide them through a process to simplify the steps, so they can see their goals and dreams become a reality."