The Elevated Retirement Plan

01. Income Planning

Do you know how much income you will need to live the lifestyle you want in retirement? A solid income plan can mean the difference between penny-pinching your way through retirement or spending with confidence knowing your retirement lifestyle is budgeted in. 

02. Investment Planning

No one wants to get stuck paying unreasonable fees or locked into something that’s beyond your risk tolerance and capacity. Your retirement plan should help you safely navigate common pitfalls of investing with just the right level of risk for you.

03. Tax Planning

Who should get your money? You and your family … or Uncle Sam? A solid retirement plan addresses future tax liabilities before they affect your retirement and helps protect your taxable investments against potential tax increases.

04. Health Care Planning

People are living longer and more active lives than ever before. Unplanned medical expenses could impact your retirement lifestyle. Be prepared for future medical costs and understand your options when it comes to health care planning.

05. Estate Planning

You’ve worked hard to leave a legacy to your loved ones. The last thing you want is for your loved ones to have to fight for what’s rightfully theirs. You need a plan that structures your legacy wealth to help avoid probate and heavy estate taxes.

  • "These guys are a hidden gem of financial advisors. Small, but excellent and personalized service rarely found anywhere these days. Because of their services we were able to retire earlier than anticipated and confidently!"

    Scott

    The person providing this testimonial is a client of Elevation Capital Advisory, and the Advisor directly solicited the statement.

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