FINANCIAL PLANNING

& EXIT PLANNING

FOR FINANCIAL ADVISORS

Featured In…

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FP Magazine - Nathan Place Interviews Tiffany Lee
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Our Services

Financial Planning

For Advisors and their Family

  • How can I help my spouse/partner understand our family finances?

  • What is the best way to buy into my employer’s advisory firm?

  • Are we financially ready to retire?

Clients Often Ask…

Exit Planning

For Advisors and their Firm

  • How do I prepare for a possible emergency exit, a.k.a Continuity Plan?

  • What type of Succession Plan is best for me?

  • How do I find and prepare my successor?

Clients Often Ask…

MEET YOUR ADVISOR:

BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®

  • FINANCIAL PLANNING FOR FINANCIAL ADVISORS, THEMSELVES

  • EXIT PLANNING FOR FINANCIAL ADVISORS, EXCLUSIVELY

  • TALK WITH A 3RD GENERATION CFP® PROFESSIONAL TODAY

Financial Advisors rarely take time to plan for themselves, like they do for their clients.

If something were to happen, the clients might lose their Financial Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything.

Ellevate Advisors provides financial planning and exit coaching for advisors so that when they sit down to dinner with their family, they can relax, because they know that they’ve secured their family’s future and created a business that lasts.