Helping you achieve excellence with your investments
What we do.
Elvine Skoretz is recognized as one of the leading independent financial planners for the last 23 years. She provides advice that is both personalized and unbiased since she is not affiliated or representing one particular financial or insurance organization. Elvine Skoretz works independently for her clients and is knowledgeable with the products, plans and processes that can help you achieve your financial goals.
To many people, a financial plan is putting their money in the bank. This is how our financial planning is different:
Clients' best interests can be overlooked if financial planners are paid more to sell proprietary products, we have the freedom to offer truly independent advice.
Predetermined solutions don't necessarily serve every investor’s needs, we review each client’s goals independently and comprehensively.
Successful associations between investor and financial planner are based on mutual confidence and shared faith, Elvine Skoretz and AEI Wealth Management have created a culture that fosters long-term, trusting relationships.
Set up an appointment with Elvine to review your financial goals and begin your wealth management plan.
Elvine Skoretz is dually licensed in Life Insurance and Asset Protection doing business as Achieve Excellence Investments Inc.
*Life Insurance and Asset Protection services are not supervised and are not a registerable activity of Global Maxfin Investments
Inc. Global Maxfin Investments is not responsibile for any activity related to such gainful occupation as they are not deem business to the dealer.