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Getting Your Affairs In Order

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?
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  • 4 Important Tax Items Every Retiree Should Know
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ABOUT

Elevate Your Retirement
Our Services
Elevated Legacy Planning
Meet Our Team

RESOURCES

Radio/Podcast
Blog
Giving Back
Become An Ambassador

EVENTS

Seminars
Webinars
On-Demand Webinars

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Bend, OR 97702
Phone: 541-728-0321
Fax: 541-639-3456
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MEDFORD OFFICE

3553 Arrowhead Drive Suite 101
Medford, OR 97504
Phone: 541-779-4774
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Investment advisory services offered by licensed investment advisors of Elevation Capital Advisory, LLC., an SEC Registered Investment Advisor. Insurance services offered by Elevation Capital Strategies, Inc. Neither the firm nor its representatives may give tax or legal advice. 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. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Download “5 Things You Can Do With an IRA that You Can’t With a 401k”

Download “5 Things You Can Do With an IRA that You Can’t With a 401k”