Elevated Financial
Management

Why Elevated Financial Management

Holistic Approach

With a comprehensive look at your overall finances we provide investment advice, tax planning, retirement planning, trusts, and more. We strive to provide the resources necessary for you to reach your goals.

Passion & Experience

We begin every day excited to learn something new and are eager to share our knowledge and experience with you.

Personalized Client Relationship

We get to know you, developing a plan towards retirement and a friendship transcending beyond quarterly reviews.

The Elevated Planning Process

See how we work and approach your financial health

Step 01

Strategy

What would you like your retirement to look like and how would you like your assets to support that vision? During this discovery phase, we define objectives and establish a direction for your planning.

Step 02

Evaluation

Analyzing your available assets and income sources relative to your objectives allows our planning team to craft custom scenarios to meet your unique needs and desires.

Step 03

Design

A plan is formally chosen and the planning pieces are put into place. True collaboration between you and our planning team results in actionable items that reflect your vision for a successful retirement.

Step 04

Review

With your plan in-place and moving forward toward your objectives, regular progress review meetings with you allow us to make necessary adjustments to keep you on-track.

Fiduciary vs. Suitability

Advisor

(The Fiduciary Standard):

Offers “best advice” taking into account the needs of each individual client

Is paid a quarterly fee calculated as a percentage of the assets under advisement

Broker

(The Suitability Standard):

Offers products for sale from a range of products carried by the company he or she represents.

Is paid commissions calculated as a percentage of the amount of money invested into the product

About Us

Mark A. Stimpson – Managing Partner

Mark Stimpson is a Managing Partner of Elevated Financial Management & Owner of Mark A. Stimpson and Associates Inc. in Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.

Since 1979 Mark has specialized in mitigating market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long-term care expenses.

Mark is a nationally certified Social Security Advisor that teaches Social Security Planning at 2 local community colleges. Mark is also a Certified Senior Advisor. He also teaches financial education through human resource departments in the corporate world.

Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 40 years

Casey M. Elkins – Managing Partner

Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options.

Casey focuses on retirement planning and employs methods to lower tax liabilities, minimize market risk, plan for long term care, and provide a consistent income stream during retirement. He strives to understand his clients wants and needs to ensure that their roadmap for retirement is clear and concise.

If Casey isn’t working he is with his wife of 10 years. Casey spends his free time working on car and motorcycle projects or with friends and family.

Blog

How Long Do You Have to Keep Tax Records?

For many financial documents, just 3 years — for others, practically forever You may be starting at a heap of paperwork when you finish filing your 2021 federal taxes, which are due April 18. Your first urge may be to sweep them all into a paper bag and put the bag...

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How the Fed’s Rate Hikes Will Affect Your Finances

You'll get better savings rates but higher borrowing costs this year The Federal Reserve is raising borrowing costs to cool the hottest inflation readings in 40 years. The Fed on Wednesday hiked its key short-term fed funds rate to a range of 0.75 to 1 percent, the...

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Biggest Social Security Changes for 2022

Benefits are going up, but so are the Medicare premiums deducted from monthly checks Social Security beneficiaries will have a lot to cheer about in 2022 — but they may have a few things to grouse about as well. Here’s a rundown of what will change for Social Security...

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Fixed index annuities: potential plus protection

Fixed index annuities can help you accumulate money for retirement and provide guaranteed income after you retire. A fixed index annuity may be a good choice if you want the opportunity to earn indexed interest, but don’t want to risk losing money in the market. What...

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What Every Retirement Saver Needs to Know About 2022

Changes in contribution limits, taxes, Social Security benefits, Medicare premiums and more We all get sentimental from time to time, but unless you hit the lottery or found true love, you probably won't be looking back on 2021 all too fondly. The COVID-19 pandemic is...

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2022: The Year Consumers Discover Annuities

What You Need to Know The government is confusing. Stock market gains are high, for now. The Secure Act is turning employer-sponsored retirement plans into income-planning educators. Have you ever experienced the solution to a problem being in plain sight, only to...

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Elevated Financial Management

manages assets for individuals and families, providing investment management, and financial planning services

Contact Us

Email

info@efmnw.com

Call Us

(253) 342-7142

Request a meeting with us