OUR SERVICES

Our team of financial professionals are ready to provide you services tailored for your needs, based on your financial situation & goals.
We are focused on providing our clients with solutions for their financial future.
Located in Westlake Village, California and covering all of the Conejo Valley, Ventura County, & surrounding areas.

"Thanks! We appreciate your help with our finances. You were so helpful. I will recommend you and your partners!"
Kim SmithSatisfied Customer
"Every person I have sent to Elyssa has been extremely satisfied. I highly recommend her for your financial needs.
John WilliamsSatisfied Customer
"Elyssa and her partners help me start my grandchildren on the road to financial security. Thank you!"
Liz JamesSatisfied Customer

Financial Needs Analysis

We offer you a professional and complimentary Financial Needs Analysis (FNA), which is the first step in helping to identify the core components of your financial health.

Emergency Fund

No matter how much you plan in life, the unexpected happens. To prepare for life’s little “disasters,” set up an emergency fund to help pay for any resulting expenses. A basic rule of thumb for determining how much you should set aside is three- to six-months of your total expenses.

Proper Protection

A big part of building a sound financial strategy is life insurance. Life insurance helps protect your loved ones in the event of your death. It not only helps replace lost income, but it can also help preserve your family’s assets.

Build Wealth

When developing your financial strategy, it’s important to ensure you put a long-term asset accumulation program in place that strives to outpace inflation and reduce taxation.

Debt Management

One of the biggest obstacles to a sound financial future is consumer debt. It’s important to have a strategy that can help reduce and eliminate debt.

Preserve Wealth

An essential part of your financial strategy is ensuring that the wealth you accumulated over the years is not impacted by taxes or other unintended consequences.

OUR TEAM

ELYSSA STEELE

Life, Health & Accident Agent
License 0M08742

DANIEL TROMELLO

Life, Health & Accident Agent
License 0H70495
WFG Business Opportunity

BUSINESS OPPORTUNITY

Start Your Own Financial Business
Revolution Financial ManagementCalifornia Department of Insurance
"Thanks! We appreciate your help with our finances. You were so helpful. I will recommend you and your partners!"
Kim SmithSatisfied Customer

WHY US

Our team is committed to working with you to meet your financial goals.

We are dedicated to provide a personalized financial needs analysis that will help you and your family secure your financial future.

Experienced & Knowledgeable

Saving you time and money

Revolution Financial ManagementCalifornia Department of Insurance

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