Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We have created this Web site to help you gain a better understanding of the financial concepts behind wealth preservation, retirement planning, investing, insurance planning, estate planning, and advice. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. It is our desire that you take maximum 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, President and CEO

 

52 Tips for Building Wealth in 2017

Tip #11: "The Art of Financial Planning"

Financial planning could be the solution to most of our problems as it relates to finances and possibly the key to making better financial decisions.

Plain and simply put, financial planning is an important service provided to our clients to assist as they navigate changes in their lifestyle and goals. Whether planning for retirement, your estate, college, or to mitigate risk, we look forward to assisting you.  

 

Seminars

Our FREE SEMINARS 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

Changes to Social Security Taking Effect in 2017

Seminar Date: Thursday, April 6, 2017 - 6:00 PM                       Enroll Now!

Location: ELE Family of Companies
                18700 W. 10 Mile Road
                Southfield, MI 48075

Bookkeeping and Tax Preparation Services

ELE - Peagler, LLC

Bookkeeping and Tax Preparation Consultation          Click here for more information

We are currently scheduling appointments for the 2016 Tax Season. Schedule your appointment today by calling Ms. Peagler at (248) 356-6555. Saturday appointments are available!

2016 Income Tax Checklist

              
We Now Offer Mortgages!
 
ELE Mortgage Services, LLC
 
"Fulfilling Dreams One Family at a Time"                           Click here for more information.