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
27 Tips for Saving Money After Retirement
More people are retiring with less savings than they need to be comfortable. Much less. According to Northwestern Mutual, 21% of Americans have no retirement savings at all. The Government Accountability Office (GAO) says around 29% of households age 55 and older have...
What Is an Annuity?
Annuities are contracts issued and distributed (or sold) by financial institutions where the funds are invested with the goal of paying out a fixed income stream later on. They are mainly used for retirement purposes and help individuals address the risk of outliving...
HOME SWEET HOME – AMERICANS WANT TO AGE IN PLACE
IDENTIFY RETIREMENT STRATEGIES TO PUT IN PLACE NOW—LIKE ANNUITIES— TO LIVE RETIREMENT ON YOUR TERMS. As the pandemic thankfully wanes, we are starting to see its impact and long-term repercussions on retirement planning and security. One thing that hasn’t changed is...
HOW AN ANNUITY WORKS
YOU MAY NOT BE FAMILIAR with annuities, but they have a rich history dating back to Ancient Rome. In fact, millions of Americans currently use annuities to help their retirement savings grow and to create protected income that can help cover essential expenses and...
Trend: More Americans now want to retire early
Workers want to retire at 55, but are they positioned to successfully do so? The category of “pre-retirees” is being redefined as more than one-third of workers younger than 54 saying they aspire to retire by age 55. In 2020, more consumers (39 percent)...
The Financial Institution That Gets Longevity, COVID, and The New Retirement
Like previous pandemics, COVID-19 has touched off profound changes for our societies, economies, workforces, and overall life models, not least of which are people’s shifting expectations for later-life work, purpose, health, and finances. Bank of America’s Lorna...
These five steps will help you toward a safe, secure, and fun retirement
Retirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all. The fun part is why it makes sense to pay attention to the serious and perhaps boring...
How to Retire in 2021
How to Retire in 2021 When you are ready to retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and...
What Every Retirement Saver Needs to Know About 2021
New rules for savers, beneficiaries and taxpayers Most people will miss 2020 about as much as they miss mosquito season. For many retirees and retirement savers, the year had a few benefits, such as some COVID-19 relief measures. Even without those, however, most of...
Financial lessons learned from COVID-19
The pandemic may have hit your wallet hard. Here are some lessons we can learn from this unprecedented time. he reverberations of the COVID-19 global pandemic have been a wake-up call for many of us as we scratch our heads over our finances: Are our wallets in...
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