While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have. Our short videos are engaging and informative and will prompt you with questions to ask your advisor.
Services
Elevate Wealth Management is a financial planning team with a combined 50 years of experience. We have managed clients' futures through 10 market corrections and 2 recessions. We deliver advice that is integrative, comprehensive and customized to you. Our team continually pursues knowledge which keeps us equipped to address issues which impact our clients.
This serves as a time to get to know one another and ensure that our philosophies are in line with each other. Getting to know you better and what your goals and concerns are is our first priority, but we also want you to completely understand our firm and our processes.
We will spend time explaining how we operate, the services to be provided, defining our responsibilities as well as yours, how we will be paid and by whom, and answer any other questions you may have.The first step in our process is to ensure we have a full understanding of your current financial picture, short-term and long-term goals, investment experience, and risk tolerance.
We will spend time explaining how we operate, the services to be provided, defining our responsibilities as well as yours, how we will be paid and by whom, and answer any other questions you may have.The first step in our process is to ensure we have a full understanding of your current financial picture, short-term and long-term goals, investment experience, and risk tolerance.
The CERTIFIED FINANCIAL PLANNER (CFP) certification is recognized as the highest standard in personal financial planning. Although many professionals may call themselves "financial planners, " CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Dave Ramsey is America's trusted voice on money and business matters. He is a personal money-management expert, radio personality, and has authored four New York Times best-selling books. SmartVestor Pros are financial advisors who follow Dave Ramsey's philosophies and are carefully selected to be a part of the SmartVestor Pro program.
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