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.
Elevated Financial Management
manages assets for individuals and families, providing investment management, and financial planning services
Contact Us
Request a meeting with us