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Welcome to Elite Legacy Planners

Aaron Gravel is an army veteran who served for eight years as a combat medic. After the army he attended the University of Connecticut, where he majored in accounting. He then began his career in financial services at Northwestern Mutual and was in the top 10 in New England for new reps for each of his first four years selling life insurance, disability insurance, and investments. He has been registered with FINRA and has held Series 6, 7, 63, and 65 licenses. After Northwestern Mutual he worked as a point-of-sale wholesaler with Hartford and specialized in estate planning.

Estate Planning

Income Planning

Asset Preservation

Tax Mitigation

Risk Mitigation

Business Planning

QPRt

CRT

TORCA

Wealth Management

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Video Library

NOT just for Millionaires and Billionaires

21st Century Trust Funding Method

Beneficiary Liquidity Plan

QPRt

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Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

(602) 350-1146

aaron@elitelegacyplanners.com

25509 N 140th Dr Surprise, AZ 85387

WARRANTIES & DISCLAIMERS

There are no warranties implied. Elite Legacy Planners, LLC. is a dba for Aaron Gravel, who is registered with Acrylic Financial, Inc. Acrylic® Financial, Inc. (“RIA Firm”) is a registered investment adviser located in Fountain Hills, AZ . Acrylic® Financial, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Acrylic® Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Acrylic® Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Acrylic® Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Acrylic® Financial, Inc., please contact the state securities regulators for those states in which Acrylic® Financial, Inc. maintains a registration filing. A copy of Acrylic® Financial, Inc.’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Acrylic®Financial, Inc. upon written request. Acrylic® Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Acrylic® Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Brokers Alliance, Inc. and individually licensed and appointed insurance agents.