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Getting Your Affairs In Order

Is a ROTH IRA right for me?

Is Social Security Going Broke?

4 Important Tax Items Every Retiree Should Know

Recent Blog Posts

  • Getting Your Affairs In Order
  • What the Increasing National Debt, Deficit Could Mean for You
  • Is a ROTH IRA right for me?
  • Is Social Security Going Broke?
  • 4 Important Tax Items Every Retiree Should Know
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CORPORATE OFFICE

775 SW Bonnett Way, Suite 220
Bend, OR 97702
Phone: 541-728-0321
Fax: 541-639-3456
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MEDFORD OFFICE

3501 Excel Drive, Suite 205
Medford, OR 97504
Phone: 541-779-4774
Fax: 541-639-3456
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Copyright 2020, All Rights Reserved | Privacy Policy | Terms & Conditions

Investment advisor services are offered by Elevation Capital Advisory, LLC, an Oregon a registered investment advisory. Insurance services are offered through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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  • What we do
    • ← Back
    • FREE Financial Seminars
    • 4 Step Blueprint Planning Process
    • Retirement Income Planning
    • Wealth Management
    • IRA & 401(k) Guidance
    • Estate Planning
    • Asset Protection
    • Long-Term Care
  • Meet Our Team
  • Resources
    • ← Back
    • Your Money Matters
    • Blog
    • Radio
    • Interest Calculator
    • Retirement Calculator
  • Giving Back
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  • Client Portal
  • Contact Us