Retirement Elevated

Sound Advice for Your Future

Available Courses

Have you ever wondered if you’ve made the right decision involving an investment, your Social Security, your taxes or your estate?

Our goal is to partner with advisors that are here to help people understand their finances. Each advisor has their life/health and Series 65 and will work with you to address your biggest retirement concerns and give you the tools and confidence to tackle them.

Our courses provide objective and unbiased information based on the latest thinking, research and regulations.

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

Retirement Elevated courses are enrolling now! Register for a course today.

Retirement Planning

Walk through a step-by-step retirement planning roadmap to help you:

  • Define your ideal retirement
  • Determine how much money you will need
  • Invest for your future

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Your Retirement and Taxes

Create a plan for minimizing taxes on your retirement income:

  • Examine the plus and minuses of IRAs, Roth IRAs, 401ks, pension plans and Social Security
  • Withdraw your retirement income in the most tax-efficient order plan

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Social Security Planning

Sift through mounds of confusing information and learn:

  • Recognize common, potentially costly, Social Security mistakes
  • The latest changes in Social Security and how they impact you

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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.