About Elliott Financial Group, Inc.


We serve individuals and small businesses in all areas of financial planning, including:
  • Retirement planning - Making the most of your employer sponsored retirement plans and IRAs. Determining how much you need to retire comfortably and how much your will need during retirement.
  • Tax management - Making sure you don’t pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.
  • Estate planning - Reviewing your Wills and Trusts. Preserving your estate for your intended heirs. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Todd, Carla and family


Todd and Carla Elliott is a husband and wife team dedicated to helping people build more secure financial futures. We have been assisting pre-retirees and retirees just like you in Arizona since 2001. Through Todd's programs titled "The Truth about Life Insurance and Annuities", and "A Confident Financial future", Todd has shown hundreds of people how to protect and preserve their assets, increase their retirement income, and reduce their taxes.

Todd and Carla's office and home are located in Glendale Arizona. They have been blessed with two wonderful children: Liam and Megan. Todd's understanding of retirees and their needs has been enhanced through the years by getting to know each individual client and what is important to them. The Elliott's business and personal life reflect their core belief that success comes from the four "F's" - Faith, Family, Finances, and Fitness.


"Good financial decisions impact the quality of our lives"


Firms and Organizations we are proud to be a member of:

National Ethics Bureau
www.ethicscheck.com
Better Business Bureau
www.phoenix.bbb.org

National Institute of Certified Estate Planners
www.nicep.org
Society of Certified Senior Advisors
www.society-csa.com

Society of Certified Retirement Financial Advisors
www.retirement-financial-advisor.com
Arizona Department of Insurance
www.id.state.az.us
Elliott Financial Group, Inc.
18001 N. 79th Ave. Ste. A15
Glendale AZ 85308

Phone: 623-334-3700
Fax: 623-334-3701

E-mail: info@elliottfg.com

Directions: View on Google Maps

Drop by our office the next time you're in the area. We'd love to meet you.
I'm so glad I found someone I trust that has my best interests at heart.

-Christine

Your meetings are always very interesting and informative.

-Al

Thanks for all you do for us.

-V.

Click here for BBB Business Review

National Ethics Bureau Member