Our clients want to ensure they are preparing appropriately to create and maintain their financial independence in the future. Many, under our guidance, have already made a successful transition into retirement.
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Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. We help you build and manage a comprehensive retirement strategy.
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First, we meet with you to understand your values, goals, and most pressing questions. Then, we answer your questions in plain English and develop a roadmap for moving forward.
Once we agree on a plan, we will guide you step-by-step to implement it. We will constantly monitor your portfolio, allowing you to focus on enjoying your life. We typically meet with clients at least once or twice per year for updates and adjustments, but we are available any time to discuss questions or concerns you may have. We take pride in personal, proactive service. You always have direct access to your advisor via phone or email and will always receive a timely response.
To safeguard your assets, we partner with an independent, third-party custodian to hold your investments in accounts under your name. Charles Schwab is one of the largest and most reputable providers of custodial services for advisors and their clients, providing the peace of mind that comes with knowing your assets are secure.