Live the Retirement You Deserve!

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

Retirement Planning in Today's Economy

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.

Your Retirement and Taxes

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. 

Empowering Women for Today's Retirement

An informative fast-track course focusing on retirement and taxes, regulation and law changes, and situations which can have long-term effects in retirement.

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


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.


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.

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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