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ElderAdo Financial provides financial planning services including asset management, retirement accumulation and estate planning on a fee-only basis. The firm's objective is to deliver customized financial advice that is unequaled in terms of quality from which the client can derive maximum value. ElderAdo Financial offers customized asset management services matching the client's return and risk requirements to a portfolio utilizing multiple investment asset classes, investment styles and portfolio managers which is designed, monitored and managed to achieve long-term investment objectives. As a financial fiduciary, our goal is to consistently think and act in the complete best interest of clients in all the services we provide. That is why we have taken a sworn oath to accept no commissions or fees that might influence our choices. We understand that we are only successful through the success of our clients. Our Services Include:Personal Values Based Counseling To help ensure that your heart and wallet are on the same track, we coach you through a process to help you set your priorities and understand what is most important to you in your life. Professional Specialized Advice On issues of sudden wealth, wealth management, socially responsible investing, retirement asset transfers and retirement distributions. These areas often require highly specialized training and planning due to their complexity and consequences. Few professionals have the depth of knowledge in taxation, estate planning, investments and coaching skills to successfully guide clients to implement smart choices about wealth and wealth transfer in the way that we do. Money Management As a vital component to sound financial planning, we provide complete money management services to ensure that your plan is implemented and maintained in harmony with your overall financial plan. We take the worry out of our clients' finances by ensuring that their portfolios stay wisely and professionally managed to meet their short and long-term goals. Comprehensive Financial Planning that takes into consideration all of a client's needs and goals, and is regularly reviewed and updated. We can assist you in financial planning for all stages of your life. Including employment compensation, Investments, Tax Planning and Estate Planning.