Services

For Individuals

Elm3 Tax Preparation Service

Tax Preparation & Planning

We go beyond simply completing your tax return.

Tax Preparation & Planning

We take the time to get to know you in order to provide you with accurate and applicable advice.

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Elm3 Investment Advisory Services

Investment Management

We focus on defining and meeting your goals and objectives.

Investment Management

Our team will select only the most appropriate investments and provide solid, independent insight into the market.

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Elm3 Financial Services Retirement Planning

Retirement Planning

We can provide the guidance and services needed to help you plan for retirement.

Retirement Planning

We incorporate all the moving parts to develop a plan that helps you reach your goals.

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Elm3 Financial Services Life Insurance

Personal Insurance Advisory

A comprehensive approach to building wealth also includes protecting it.

Personal Insurance Advisory

We will meet with you to review your current assets, liabilities, income, and goals to determine the best type of insurance protection for you.

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Elm3 Financial Services Social Security Planning

Social Security Planning

Our comprehensive planning service helps you optimize your benefits.

Social Security Planning

Our complete planning service includes initial statement analysis up to assisting with your online application.

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Elm3 Financial Services Financial Planning

Financial Planning

The greatest successes perform better with the right plan.

Financial Planning

Our financial planning services range from targeted plans for a specific short-term need to comprehensive plans that factor in every moving part of your life.

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Elm3 Financial Services Lifestyle Planning

Life Stage Goal Setting

Plan for milestones and set financial goals to reach those points.

Life Stage Goal Setting

Plan for buying a house, starting a family, starting a business, planning for retirement and preparing a will.

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Elm3 Financial Services Estate Planning

Estate Planning

Failing to plan can mean losses for your heirs.

Estate Planning

Take some time to add up the value of all your assets as you may be surprised what your estate is worth.

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Elm3 Financial Services Real Estate Investment

Real Estate Investment

Make better decisions to minimize costs and maximize your investment.

Real Estate Investment

Investing that impacts your goals, including securing financing, properly timing of investment liquidations, and minimizing tax liabilities.

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For Businesses

Elm3 Financial Services Tax Preparation for Businesses

Bookkeeping & Payroll

Elm3 is a true partner with our small business clients.

Bookkeeping & Payroll

We will keep you informed so you can make the best decision for your situation.

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Elm3 Financial Services Tax Preparation for Businesses

Tax Preparation & Planning

Elm3 provides tax planning, preparation and representation before the IRS.

Tax Preparation & Planning

We help you manage your tax obligations effectively, while providing you with updated tax savings strategies.

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Elm3 Financial Services Life Insurance

Startup Solutions

We are here to help guide you and help avoid the common mistakes.

Startup Solutions

We start by evaluating your business ideas and refining the model.

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Alpharetta Financial Company

Management Consulting

Sometimes you need additional help from outside your company.

Management Consulting

Our team can provide operational, general management and marketing consulting to meet your startup or growing business needs.

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Elm3 Financial Services Retirement Planning

Small Business Retirement Plans

We don’t believe in a one-size-fits-all approach.

Small Business Retirement Plans

Our team can work with you to determine the best type of company retirement plan for your small business.

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Elm3 Financial Services Life Insurance

Business Insurance Advisory

We take a comprehensive look to provide accurate analysis and recommendations.

Business Insurance Advisory

We can provide insurance solutions to protect you, your family, your business and your employees.

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See how we can help. Contact us today.

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