After 30, 40, or 50 years of working, you deserve a comfortable retirement. The years you have spent grinding, the sacrifices you have made, and the unique retirement challenges you face should be treated with respect. At Elevated Financial Management, we believe in finding a way, and we will do everything in our power to help you live your ideal retirement.
& CERTIFIED FINANCIAL FIDUCIARY
Casey has taken life’s hardships and turned them into a practice driven to make the most positive impact on his clients
With old-world traditions of a strong work ethic and serving others, Casey and Mark embarked on a new family tradition, and launched their practice, Elevated Financial Management. Leading his team with integrity, Casey has made it his goal to simplify financial solutions for his clients. He understands the importance of preserving your hard-earned assets and wants to help you grow those assets for the future. Casey has taken life’s hardships and turned them into a practice driven to make the most positive impact on his clients.
At Elevated Financial Management, Casey and Mark keep it simple for their clients. They don’t use condescending industry jargon designed to confuse people; they keep it real. As an independent practice, Casey provides client-centric planning, creating a “boutique” of personalized plans for the everyday American. As a Certified Financial Fiduciary, Casey is dedicated to putting his clients at the core of his business, with no corporate agenda. He strives to untangle financial principles into simplified language for his clients.
& CERTIFIED FINANCIAL FIDUCIARY
Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.
Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.
At Elevated Financial Management, we want to make your retirement years worry-free. Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future. We understand the financial sector is complicated by design, and we want to simplify concepts that will most benefit the client and maximize financial gain. At Elevated Financial Management, we strive to provide honest, transparent guidance so that you can find your way to making informed financial decisions with confidence.
As a holistic practice, we focus on helping individuals develop sound retirement strategies. If you are retired or approaching retirement, we are here to help you gain financial independence. Our team of professionals strives to educate our clients about financial concepts and products through personalized, relevant services. As fiduciaries, we want to help you find your way to a carefree future with retirement planning, insurance, Medicare, tax management, and wealth preservation.
253.342.7142 · [email protected]