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Elsass Financial Group, Inc.

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Elsass Financial Group, Inc.

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Elsass Financial Group, Inc., Financial planner, 3736 Boardman-Canfield Road , Suite 3, Canfield, OH.

10/23/2026

There is no time like the present to consider how you can work toward financial stability in the future.

Whether it’s estate planning, retirement planning, or just learning more about your current financial situation, now is the best time to dive deep and create a plan. If you have a question or need someone to help you make sense of what you may hear and see in the media regarding finances, don’t be afraid to contact us at [email protected].

All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Financial planning does not guarantee specific outcomes. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Brokerage services provided by Cambridge Investment Research, Inc., member FINRA/SIPC.

10/22/2026

Help us celebrate our very own Cheryl! She has been with us for over 20 years and she is definitely a staple of the Elsass family.

10/19/2026

Today, we are celebrating Sean, our newest financial advisor. While he is still fairly new to Elsass Financial Group, his dedication is obvious and we cannot wait to see how he grows in the future!

10/16/2026

We are Elsass Financial Group and here at Elsass, we want to do our part to plan for your financial future. Please let us help you learn more about how you can manage your finances and plan for the future.

09/25/2026

What’s one business decision or initiative you’ve been putting off?

Maybe it’s reviewing a process, updating your pricing, reaching out to a potential partner, or starting a project that keeps getting pushed aside.

Set aside 15 minutes today to write down the decision, the next three steps, and who needs to be involved.

You don’t have to solve everything at once. Just identify the next step.

09/24/2026

When you're running a small business, it's easy to focus on serving clients, managing expenses, and growing revenue. But what about planning for your own future?

The good news is that small business owners have several retirement savings options designed specifically for self-employed individuals and small teams.

As you explore your options, consider:

✅ Setting aside savings on a consistent basis
✅ Taking advantage of potential tax benefits
✅ Choosing a plan that fits your business size and goals
✅ Building a strategy that can grow alongside your business

Whether you're a solo entrepreneur, independent contractor, or small business owner, starting a retirement savings plan today may help create more opportunities for tomorrow.

You've worked hard to build your business. Make sure you're investing in yourself, too.

09/23/2026

Many people create beneficiary designations when they open a retirement account, life insurance policy, or investment account, then rarely look at them again.

However, major life events can change your intentions over time, including:

✅ Marriage or divorce
✅ The birth of a child or grandchild
✅ The loss of a loved one
✅ Changes in your estate planning goals
✅ Retirement or other major life transitions

Keeping your beneficiaries up to date can help ensure your assets are distributed according to your wishes and can help reduce unnecessary complications for your loved ones.

A beneficiary review doesn't take long, but it can be an important part of maintaining your overall financial plan.

09/22/2026

Fall is here, and year-end will be here before we know it.

Have you checked in on your tax picture lately?

This can be a good time to review your withholding, estimated tax payments, charitable giving, capital gains or losses, and retirement contributions with your tax professional.

A September review can help you spot anything that may need attention while there’s still time to plan.

09/21/2026

Many parents want to do everything they can to help their children pay for college. While supporting your child's education is a meaningful goal, it's important not to lose sight of your own retirement plans.

Remember: there are many ways to fund an education, including scholarships, grants, work-study programs, and student loans. There are far fewer options available to fund retirement.

As you plan for both goals, consider:
✅ Prioritizing contributions to retirement accounts
✅ Creating a realistic college savings strategy
✅ Exploring 529 plans and other education savings options
✅ Reviewing your overall financial goals regularly
✅ Striking a balance between supporting your children and protecting your future

Helping your children succeed is important, but so is ensuring your long-term financial security. A well-balanced plan can help you work toward both goals with confidence.

09/20/2026

How it started and how it finished!

Team building happens when you do something hard and all achieve your individual goals with encouragement and help from your friends.

All of us finished sub 30 minutes and I think one of us set a PR. Great work Kevin Chiu CFP®, AIF®, ChFC®, NSSA® Karl Elsass, CFP®, AIF®, ChFC®, MBA Brad Stoehr CIMA, CEPA Sean Dodd and the Cambridge Investment Research, Inc. team for hosting a great (but very humid and sweaty) charity 5k Run/Walk to support the The Sunshine Kids Foundation

Address

3736 Boardman-Canfield Road , Suite 3
Canfield, OH
44406

Telephone

+13307029950

Website

facebook.com

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