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

Financial Health

What Is Financial Health? Financial health is a term used to describe the state of one's personal monetary affairs. There are many dimensions to financial health, including the amount of savings you have, how much you’re putting away for retirement, and how much of...

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Why Financial Literacy Is So Important

Few are prepared as financial decision-making grows more complex Many consumers have little understanding of finances, how credit works, and the potential hit to financial well-being that poor financial decisions can create for many, many years. In fact, a lack of...

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Should COVID-19 Change Your Retirement Strategy?

What to do now, as the pandemic surges yet again in the U.S. COVID-19 is once again raging throughout the U.S., and in much of the world it has never stopped doing so. Safe and highly effective vaccines are available, but not everywhere, and even where they are, not...

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What Will Long-Term Care Cost You?

Most people over 65 will eventually need some form of paid care. Here are some ways to plan ahead. Many people are frightened of long-term care costs — for good reason. Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or...

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4 ways to save enough now to retire in 10 years

If you want to retire in the next 10 years, lower your spending and increase your income. Paying off debt can give you more money to save and invest, and free up your budget later. Increasing your income with a raise or side hustle could give you more money to save....

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When It’s Time to Stop Saving for Retirement

Going from saver to spender is mostly a matter of psychology It's Time to Wind Down You've done all the right things—financially speaking, at least—in saving for retirement. You started saving early to take advantage of the power of compounding, maxed out your 401(k)...

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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