Cory Dawkins, Senior Partner at Elite Wealth Partners, LLC, has been a trusted financial advisor since 2011. Before founding his firm in 2015, Cory worked in IT and Information Security with leading insurance and banking institutions in Des Moines. His mission at Elite Wealth Partners is to offer independent, unbiased financial services, focusing on asset protection and estate planning to ensure the financial security of current and future generations.
Growing up surrounded by military service members, including his grandfathers, great uncle, and several cousins, Cory developed a profound respect for those who serve. This personal connection has driven his passion for working with the military community. He understands the unique challenges they face and uses his expertise to provide tailored financial and insurance solutions to help safeguard their futures.
Reach out to Cory today to start planning your financial future with confidence!
Our Services Include
As advisors with Elite Wealth Partners, LLC, we will focus on the following areas to help customize a solution to your needs:
- Wealth Accumulation Planning
- Retirement and Social Security Income Planning
- Rapid Debt Reduction Planning
- Estate Planning
- Insurance Planning and Review
- Investment Management
- Social Security & Medicare Planning
- Business Consulting and Succession Planning
- Investments – individual, retirement, 529, Coverdale, annuities, etc.
Most of the specific services we can help you with are listed below:
- Traditional or ROTH IRA’s and 401k Rollovers
- Employer 401k Plans
- Individual and Group Health and Disability Insurance
- Long Term Care & Home Health Care Insurance
- Life Insurance
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