Designing Your

Retirement Blueprint with Strategic Wealth Solutions.

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Request Appointment

Designing Your

Retirement Blueprint with Strategic Wealth Solutions.

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Request Appointment
 

The 3 Pillars of Successful Retirement Plans

A Simple Checklist to Kick-Start Your New Work-Free Life. A "Must Read" for Anyone Planning to Retire Within 5 Years.
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Our mission is to take the fear out of your financial future,
And to give you confidence in what lies ahead!

UNCOVER MY RISK

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

Uncover My Risk
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Learn more about the services we offer to help provide peace of mind during times of financial uncertainty
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Whom We Serve

We are committed to the financial success and confidence of each and every client.

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Whom We Serve

We are committed to the financial success and confidence of each and every client.

You’ve worked hard to get where you are today. We want to help you live the retirement you dreamed of and planned for over the years. By utilizing the Retirement Blueprint planning process, Elevation Capital Strategies takes your goals into consideration. Our clients enjoy the satisfaction of knowing relevant assets will be accounted for and available strategies will be considered to help guard against any potential risks that could impact your lifestyle.

A Message From The Founder

There are few things more important than ensuring you and your family have a strong financial plan that will help enable you to have more confidence in your retirement strategy.

  • Understanding your finances and future
  • Creating a financial strategy to help pursue a secure and comfortable life
  • Working toward financial security and independence

Now, if you’d prefer, we could complicate things immensely, but is that really necessary? If you are ready to better understand your finances and future and pursue your retirement success while simplifying your financial life, come visit us.

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Cathy Mendell

Founder and CEO

Featured In

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Meet Our Team

Let’s have a cup of coffee and start a meaningful conversation about how our family can help yours work toward its financial goals. At Elevation Capital Strategies, we know that what you truly need is a reliable, understanding partner in retirement financial planning. It’s what all families deserve.

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Cathy Mendell

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Ryan Sanford

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Derrick Hanson

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Lori Robinson

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Saori McRill

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Nicki Migdal

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Leslie Rodgers

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Lisa Davis


Frequently Asked Questions

LISTEN LIVE

Listen to Cathy live on the radio

KBND 101.1 FM or 1110 AM
Tuesdays at 12:46pm and 1:46pm

KMED 106.7 FM or 1440 AM
Sundays at 7:30am

Cathy's 5-Minute Insights


Let us walk you through our

4-Step Blueprint Planning Process


Vision &
Values

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We want to hear your story


Risk
Assessment

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We strive to identify risks that could impact your situation


Estate
Transition

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We will review your current estate plan


Retirement
Blueprint

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Written financial plan that addresses your particular concerns and goals