Retirement Elevated

Sound Advice for Your Future

Let us provide you with the tools and knowledge to prepare for,
and make sound financial decisions for your retirement.

Retirement Planning

Are you nearing retirement or already in retirement? Look forward to your future knowing you have a solid plan for living the life you want.

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Your Retirement and Taxes

Avoid the financial shock of unforeseen taxes in retirement. We will provide you information to help you know how to reduce your taxes and potentially expand your estate.

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Social Security Planning

Social Security is a significant part of retirement income. Know when and how to take your benefits and steer clear of costly mistakes.

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Our course will provide a simple, powerful, and affordable solution to get you on track no matter where you are in your investment journey.

Put the Experts to Work for You

Let us be your trusted partner on the road to retirement. We combine years of financial experience with tools and strategies that can be instrumental in planning for your retirement.

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A Personalized Retirement Plan

We’ve helped thousands assess and have the knowledge to put their retirement plans on the right track. No matter where you are in retirement, there’s still time to make a difference.

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The Top 5 Exotic Beach Destinations That You Haven’t Heard Of

Does your retirement plan include sunshine, warm water, and long stretched out sandy beaches designed for lounging and relaxing? If so, you might not know about some of the top non-U.S. retirement cities in the western hemisphere. After reading this article, you may just find yourself making a few phone calls to your travel agent […]

How One Man’s Visit to the Moon Can Help Us Become Better Investors

The human experience that we all share has numerous threads running through it. Those threads might be different lengths, different colors, different textures even… but they are common to mankind. Today we are taking a look at the experiences of one of our greatest American astronauts, and a few of the threads that he experienced […]

About Retirement Elevated

Retirement Elevated is a provider of educational courses taught by more than 75 active financial advisors and qualified instructors across the country. It was started by seasoned financial advisors Sean P. Lee, founder and president of Elevated Retirement Group in Utah and Scott Dougan, founder and principal of Global Plains Advisory Group in Kansas. Since 2014, they have given thousands of retirees and pre-retirees the knowledge and tools to tackle their biggest retirement concerns.

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Heart of a Successful Retirement

Do you wish there was a resource you could trust to help you make the right decisions about an investment, Social Security or your taxes and estate planning?

Attend our insight-filled courses. We’ll address your biggest concerns and give you the right knowledge, insight and strategies to tackle them - no financial product or service sales pitch.