Elison Financial Group

For over 32 years, Andrew and Seth Elison of Elison Financial Group has been helping to secure retirements for Idahoans. They understand that each family has different financial needs, as well as their own relationship to risk and security in their portfolios. Elison Financial Group’s dedication to the people of South Western Idaho has led to them working with the third generations of family clients now.

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Maximizing Social Security

Elison Financial Group appreciates that, while Social Security should never be the sole source of retirement income, it remains critical to maximize these benefits. The company works to ensure that clients receive every penny they’re owed. This means determining the optimal time to file, deciding which spouse should file first, and answering many other questions for clients.

Assets Under Management

Andrew and Seth Elison understand the challenges facing residents in Eastern Idaho because they have lived and farmed there for decades. They know the importance of managing assets, as well as monitoring and protecting the value of those assets. With Elison Financial Group’s asset management, Eastern Idahoans can rest easy that their portfolios are in good hands.

Retirement Income Planning

Though Elison Financial Group offers the full spectrum of financial services, the roots of the company are in retirement planning. Andrew Elison and his son Seth know that securing monthly income—income that’s as dependable as paychecks in working years — is the first step to reaching retirement, and they are experts in directing portfolio income streams to this end.

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Our Difference

At Elison Financial Group, Andrew Elison and his son Seth both hold Series 65 securities licenses, which means they can help their clients with the full spectrum of financial services, from investments, to rollovers, to creating long–term retirement plans. They understand that it is important to be able to help Idahoans in as many ways as possible financially.