Our clients are nearing retirement (or already retired) and ready to enjoy the life they can create with their hard earned 401(k) and other retirement funds. Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. We help you build and manage a comprehensive retirement strategy.
He founded the company out of a deep care for people's financial lives in retirement. Instead of chasing hot stocks or timing the market, we focus on building a broadly diversified retirement portfolio that gives high confidence in achieving your goals without taking excessive or unnecessary risks.
He founded the company out of a deep care for people's financial lives in retirement. Instead of chasing hot stocks or timing the market, we focus on building a broadly diversified retirement portfolio that gives high confidence in achieving your goals without taking excessive or unnecessary risks.
Services
Vinicius "V" Hiratuka, CPA, CFP(R) founded Elevated Retirement Financial Services out of a deep care for people's financial lives in retirement. Vinicius, who goes by "V, " founded Elevated Retirement Financial Services out of a deep care for people's financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work.
Our independence and transparent pricing reflect our commitment to always act in your best interest. Specialized focus on retirement issues, combined with CPA and Certified Financial Planner Certifications, brings the right expertise to guide your financial decisions for retirement. We take pride in personal, proactive service to our clients.
Reviews (10)
Bethany Pigott
Apr 03, 2021
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Positive: Professionalism, Quality, Responsiveness
Elevated Retirement helped me and my husband transfer some of our retirement accounts and it was so easy! I appreciate how personal the process is. We feel very well taken care of. I would recommend Elevated Retirement to anyone looking for a financial advisor!
Elevated Retirement helped me and my husband transfer some of our retirement accounts and it was so easy! I appreciate how personal the process is. We feel very well taken care of. I would recommend Elevated Retirement to anyone looking for a financial advisor!
Ross Watters
Mar 31, 2021
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V at Elevated Retirement is extremely knowledgeable and trustworthy. I can always count on him to not only take care of my retirement but to answer any type of financial question or concern I have. If you would like to have a personal connection to a trustworthy person in charge of managing your assets then I highly suggest Elevated Retirement.
Nate Quarterman
Mar 31, 2021
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Positive: Responsiveness, Value
Working with someone who understands our goals and listens to how we approach finances is NIGHT AND DAY compared to our last financial advisor. We saved money, paid down debt, and have really increased our net worth with the guidance from Vinicius and Elevated Retirement. Strongly recommend!
Working with someone who understands our goals and listens to how we approach finances is NIGHT AND DAY compared to our last financial advisor. We saved money, paid down debt, and have really increased our net worth with the guidance from Vinicius and Elevated Retirement. Strongly recommend!
Tess
Mar 26, 2021
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V is everything you would look for in a financial advisor. He takes time and explains everything thoroughly. He makes sure that you understand things, and answers any questions that you may have. You can call, text, or e-mail him any time, and he will respond in a very timely manner. You never feel like you have a silly question. Always friendly, understanding, and professional.
Marie Ferderer
Mar 24, 2021
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My husband and I have recently begin working with V to plan our financial future. We have been very impressed by his knowledge and his professionalism. He always responds extremely quickly, and has been willing to work flexibly around our hectic schedules. We are very happy with the financial plan he made for us, and feel confident that we are in good hands.
Chris Butler
Mar 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
V has helped my family and I work toward of goal of achieving financial freedom and independence! The attention to detail and consistency to ensure that we are 100% satisfied goes without saying and is unparalleled. My wife and I are thoroughly pleased and truly grateful to be a part of Elevated Retirement.
V has helped my family and I work toward of goal of achieving financial freedom and independence! The attention to detail and consistency to ensure that we are 100% satisfied goes without saying and is unparalleled. My wife and I are thoroughly pleased and truly grateful to be a part of Elevated Retirement.
Kevin Poole
Mar 22, 2021
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Patrick Cranford
Mar 17, 2021
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V was recommended to us by a friend, and he has surpassed all expectations. He has been extremely helpful in setting up our retirement funds, life insurance, and work retirement funds. He gets back to us quickly with any questions we have as well as keeping us updated on our investments. I would highly recommend him to anyone that needs a financial advisor.
Shelly Poole
Mar 12, 2021
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I had been talking with my husband for several years about finding a financial planner as we get closer to retirement. He has been hesitant as we had done pretty well on our own. I was introduced to V through a financial education series. I was very impressed, so my husband agreed to meet with him. My husband was so impressed that within 5 minutes of leaving our initial consult he agreed to work with Elevated Retirement.
Elevated retirement offers a full menu of services. V is highly knowledgeable in all aspects of retirement, from investing to estate planning. He has already saved us thousands
Elevated retirement offers a full menu of services. V is highly knowledgeable in all aspects of retirement, from investing to estate planning. He has already saved us thousands
William Twiner
Mar 12, 2021
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I was referred to Elevated Retirement by two friends and I have not regretted my decision. Vinicius "V" Hiratuka, the owner agent is professional and personable. His rate is easy to calculate and understand, and he has no hidden fees, which means we have no surprises.
Not only did he help my wife and I consolidate our various retirement accounts, he sent us the paperwork, told us where to sign, and took care of every step of the transferring transactions. Through out our professional relationship, "V" has regularly reached out to my wife and I through email and text messages. "V" gave an easy
Not only did he help my wife and I consolidate our various retirement accounts, he sent us the paperwork, told us where to sign, and took care of every step of the transferring transactions. Through out our professional relationship, "V" has regularly reached out to my wife and I through email and text messages. "V" gave an easy
