Paul Elkind - CFA

Financial Services Representative

1 Hampton Road, Bldg. B, Suite 307
Exeter, NH 03833

Phone: (978)322-5600
Fax: (978)551-9960
E-mail: pelkind@metlife.com

Earning your trust and confidence is my primary objective.  Please accept my invitation to work closely with you in developing a strategy for your financial future. 

My mission statement:
To be a lifetime resource for my clients and their families, who trust me to help them pave a road to financial success.

My Personal Code of ethics:
I am committed to delivering outstanding professional service to my clients and always acting with honesty and integrity.
As a financial professional, I have a responsibility to always act in the best interest of my clients. 
I am committed to:
• Complete confidentiality of information
• Continuously enhancing my knowledge and skills through professional training and ongoing education
• Presenting accurately and fully to my clients all information essential to making informed decisions
• Recommending only those products that are suitable to my clients needs
• Loyalty and integrity in all relationships
My main focus is to create a strategy that helps meet my clients’ financial goals & dreams.  Honesty and the full disclosure of details related to your matters are gmost important to me.
 
Objectives:
• Analyze and manage risk
• Minimize taxes
My Procedure:
• Collect and analyze all relevant data
• Assess present needs and future goals through a Financial Needs Analysis
• Design and propose strategies
• Suggest appropriate products  for implementing desired changes
• Establish a strategy for regular evaluation
Products & Services Provided
Retirement Funding Options
• Individual Retirement Accounts (IRAs) – Traditional/Roth
• IRA rollover
• 401(k)
• 401(k) rollover
• Deferred and immediate Annuities
• Fixed and Variable Annuities
Benefit Plans
• Disability Income Insurance
• Split Dollar Bonus Plans
• Long-Term Care – Multi Life Discount Program
• Health Insurance
• Dental Benefits
Investments
• Mutual Funds
• Annuities
• 529 Plans
Client Educational Benefits
• Investment Seminars
• Pre-Retirement Seminars
Personal Insurance
• Life Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Long-Term Care Insurance
• Disability Income Insurance
Family and Business Estate Conversation Strategies*
• Estate Analysis
• Charitable Giving Strategies
• College Funding Strategies
*I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances.
*Some health insurance products offered by unaffiliated insurers through the Enterprise General Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset NJ 08873. A MetLife company.