Auri Elan – The Spirit of Investing

College planning is NOT just “saving for college.” It also includes college planning and funding strategies that can help parents save ON their college costs – not just FOR college costs.

 Auri Elan Financial Group - College Financial Planning is a leader in providing college planning and funding solutions to parents of college-bound children, helping them solve their college funding dilemma.

The practical benefit can be significant savings on a family’s overall college bill – dollars that could be reallocated for other, even more urgent purposes, like retirement savings.

Whether your income is $50,000 or $500,000, our expertise is intended to help you in the following ways:

• save on your out-of-pocket college costs
• save untold hours of research and effort attempting to become an expert in college planning and funding
• prepare and pay for college effectively and efficiently, without incurring suffocating debt or “robbing” your retirement accounts
• learn ways to increase your retirement contributions during the college years
• send your child to the college of your choice – not just the least expensive one.

Auri Elan Financial Group can make a difference for you – starting today.  You can DOWNLOAD the report: Insider Strategies and Secrets to Reducing Your College Costs, WATCH the highly-acclaimed two-minute video “A Lesson in Paying for College”, LEARN how much scholarship money your student qualifies for, and most importantly ANALYZE your situation using our highly-acclaimed web-based college planning software to receive a custom Action Plan.  

With our help you can save ON the cost of college education. Get started with a free consult!

Auri Elan Financial Group (Auri Elan) is an independent full-service wealth management firm specializing in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.

Auri Elan was founded on the principles of ELITE - Expertise, Loyalty, Independence, Tenacity, Enthusiasm.

The mission of Auri Elan is to help our clients achieve their financial goals and dreams by providing sound unbiased advice, exceptional personal service, and high quality suitable investments and insurance while working diligently in their best interests at all times.

Auri Elan consists of four divisions:

• Auri Elan Financial - Investment, Retirement (IRA, Roth, Rollovers), Education (529, Coverdell), and Estate Planning and Implementation
• Auri Elan Insurance – An independent insurance agency for your Life insurance needs.
• Auri Elan Retirement Plans – Design, install, and maintain retirement plans (such as 401Ks, SEP, SIMPLE) for companies and small-business owners.
• Yillionaire Family Office – A multi-family office (MFO) established for families with exceptional wealth.

Auri Elan is affiliated with LPL Financial – nation’s leading diversified financial services companies and the largest independent broker/ dealer supporting more than 13,000 financial advisors nationwide as reported in Financial Planning magazine 1996-2012, based on total revenues.

Please contact us for a complimentary Portfolio and Insurance Review. Thank you for your consideration, business, and referral!

Your Finance Deserves Nothing Less!

Best Regards,

Richard Suder, CFA, CFP^®, ChFC, CLU, CRPS, AAMS
President

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02465
Tel: 617-329-1185
Cell: 617-276-6458
Fax: 617-370-0507
Email: richard.suder@lpl.com
Web: www.aurielan.com

Securities, Financial Planning and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.

• Why Choose Auri Elan Financial Group?
• Wealth Management Built on Integrity and Experience
• What You Should Know about Financial Planning
• 10 Questions to Ask When Choosing a Financial Planner
• LPL ranked “Among the best” by J. D. Power
• Why investors must demand higher standards from their FAs?
• Choosing a Financial Adviser
• Why Choose a CFA® Charterholder?
• Why Choose a CFP® Practitioner?
• What can a ChFC® do for you?
• What can a CLU® do for you?
• Is my money safe?
• 2011-2012 Tax Guide
• Retirement Plan Comparison

We are pleased to annouce that we received 339 votes in support of our Mission: Small Business grant application sponsored by Chase and Livingsocial.

Based on vote count on June 30, 2012, It is believed that:

Auri Elan Financial is the ONLY business qualified for grant consideration in Newton, MA.

Auri Elan Financial received one of the highest votes for all applying small businesses in MA.

Auri Elan Financial received the highest votes nationwide for all applying businesses in “Financial”, “Investments” and “Wealth Management” fields.

We sincerely appreciate your votes.  Thank you for your support.

John Shen 沈聪
Senior Vice President

John Shen joins Auri Elan with about 8 years of professional experience at MetLife.

John is an Investment Advisor Representative (IAR) and currently holds his series 6 and 63 securities registrations with LPL Financial and is life and health insurance licensed.

John is an amateur musician, has 2 lovely children, and currently resides in Sharon, MA with his family.

Contact:

Auri Elan Financial Group
1185 Washington St Suite 2
Newton, MA 02165
Tel: 617-329-1185
Cell: 508-241-0546
Fax: 617-370-0507
Email: john.shen@lpl.com