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.
Avoid the financial shock of unforeseen taxes in retirement. We will provide you info to help you know how to reduce your taxes and potentially expand your estate.
An informative fast-track course focusing on retirement and taxes, regulation and law changes, and situations which can have long-term effects in retirement.
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.