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31 Brookside Drive, Greenwich, CT 06830

(203) 661-0610
elaine@potashfinancial.com
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Potash Financial | Financial Advice For Smart Money Decisions

Providing Strategies for Your Financial Needs So You Can Take Control of Your Financial Future

Providing Strategies for Your Financial Needs So You Can Take Control of Your Financial Future

I offer time-tested financial strategies that aim to help take the uncertainty out of your financial future and focus on making your investment goals a reality.

Clients

Clients are provided financial guidance through every stage of their financial lives.

Families

Families

Portfolio and risk management

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Career Builders & Business Owners

Career Builders & Business Owners

Wealth-building education and strategies

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth

High-Net Worth

Serving the unique needs of HNW individuals

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Women in Transition

Women in Transition

Understanding your unique needs

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Individuals

Individuals

Trust. Honesty. Integrity. I believe values matter, and I live by ours every day.

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, explore the ways help can be provided to you.

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Services

Your life stages present different financial challenges requiring smart money decisions.

The services offered are designed to provide solutions so you can confidently make those decisions eliminating the uncertainty in your financial life.

Investment Planning

Achieve your financial objectives

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Retirement Planning

Achieve your retirement dreams

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Insurance Planning

Protecting you and your loved ones.

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Tax Planning

Keep more of what you earn.

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Retirement

Your most important financial milestone

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Estate & Legacy Planning

Ensure loved ones will be cared for

& your legacy is in place.

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The Financial Planning Process is designed to address your specific needs to provide solutions for your success.

Assess

Identify & prioritize financial goals.

Strategize

Develop plan and strategy to reach goals.

Implement

Implement solutions and monitor progress for achievement.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Let’s begin the conversation.

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