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 to Retire Like a Millionaire with $500,000

As volatility creeps back into the marketplace the need for the guarantees that only annuities provide is only going to increase. Retire with $500,000 but Spend Like a Millionaire Inflation (CPI) went up 7 percent in 2021, the highest annual inflation increase since...

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22 Uses for Annuities in 2022

As we head toward 2022 and see more Americans reaching their mid- to late 60s, it is a great time to revisit how annuity products can be used to meet consumer financial challenges. In anticipation of the new year, here are 22 ideas on how consumers can use annuity...

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Expenses You Can Eliminate in Retirement

Eliminating these expenses means substantial savings in retirement. Lower your expenses. Many retirees are tempted to spend more money on leisure activities in retirement. Health care costs also tend to increase as people age. But there are many costs that decline in...

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Social Security Survivors Benefits

Social Security survivors benefits are paid to widows, widowers, and dependents of eligible workers. This benefit is particularly important for young families with children. This page provides detailed information about survivors benefits and can help you understand...

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2022 Is The Year Consumers Discover Value Of Annuities

Harry N. Stout, author and podcast host at the FinancialVerse says that 2022 will be the year that consumers proactively reach out for information and advice to explore the solutions that annuity products can provide to address some of their financial challenges. Here...

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An Overview of Annuities

Understanding the various types of annuities and how they work If you are considering buying an annuity to provide steady income during retirement, it's important to understand the different types and how they work. Here's a look at the fundamentals of annuities and...

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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