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
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...
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...
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...
One-third of Americans plan to retire later due to Covid-19, study finds
KEY POINTS The Covid-19 pandemic has hurt some Americans’ confidence that they can meet their retirement goal date on time. Among those feeling the most negative effects are women and pre-retirees. Even so, many Americans say the pandemic was a financial wake-up call...
Here’s why our brains make it so hard to start saving for retirement
Studying behavioral economics has taught me that our brains don’t make it easier for us to save. Psychology is often just as important in personal finance as are the numbers — the way we save, spend and invest are all influenced by the way we think and feel,...
How much is capital gains tax? It depends on how long you held the asset and your income level
If you earn money from the sale of a capital asset — your home, part of a business, stocks, or bonds, for example — that profit may be subject to capital gains tax. There are two categories of capital gains: short term (assets held for a year or less) and long term...
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...
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....
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)...
Savings by Age: How Much to Save in Your 20s, 30s, 40s, and Beyond
No matter what stage of life you’re in, one thing will always remain the same: You’re never too young — or too old — to save money. Using your age can be a helpful way to calculate your potential savings and estimate how much money you should save for various life...
Elevated Financial Management
manages assets for individuals and families, providing investment management, and financial planning services
Contact Us
Main Office
Call Us
(253) 342-7142