Elevated Financial
Management
Why Elevated Financial Management
Holistic Approach
Passion & Experience
Personalized Client Relationship
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
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 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 Much Can You Contribute to a 401(k) Retirement Account in 2022?
The answer: $1,000 more than you could in 2021 A 401(k) plan is a great way to increase your retirement savings. Your employer will deduct your pretax contributions from your paycheck, and your savings will be tax-deferred until you take withdrawals during retirement....
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...
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...
How to Live Your Best Life: The Overlooked Habits of Happy Aging
There are probably thousands of articles published every day on how and why to eat well and exercise. And yes, these are critical endeavors for healthy aging. But, they don’t cover everything you need to do to live your best life for as long as possible. What might be...
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...
3 murky issues that make retirement planning extra hard in this economic climate
Making a retirement plan requires more knowledge than you might think. You'll need to understand how inflation affects your investment account; how much income Social Security provides, and how much you need to subsidize it; and how much you can withdraw from...
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...
How to survive inflation and save money for a car, home and other big purchases
It hasn’t been an easy couple of months for savers. At the height of the pandemic in April 2020, Americans’ personal savings rate – the portion of monthly income that households are socking away – hit a record 33.8%. Now that rate hovers around 6.4%, which is below...
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...
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...
Elevated Financial Management
manages assets for individuals and families, providing investment management, and financial planning services
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Main Office
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(253) 342-7142
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