| Financial Planning

Financial planning is the cornerstone of our client relationships. In the same way that you wouldn’t venture somewhere unknown without a map, making sense of your finances requires a plan. We understand that managing your finances can be complex and overwhelming, which is why we believe it's important to work with a qualified financial advisor who can help guide you through the process. By working with us, you can have confidence in your financial future knowing that you have a plan in place to help you achieve your financial goals.

| Why work with a CERTIFIED Financial Planner™ Professional?

When you work with a CFP® Professional, you know that they have met rigorous education and experience requirements, and they commit to high ethical and professional standards. Learn more here:  HERE

| Bereavement, Estate Planning & Inheritance

Estate planning involves more than just preparing a will – it also includes strategies for managing your assets during your lifetime, planning for incapacity, and minimizing taxes. We are here to help you navigate the complexities of estate planning and provide you with peace of mind knowing that your assets and loved ones will be taken care of according to your wishes. We coordinate with your estate attorney to ensure your investments are in alignment with your documents; this includes the titling and beneficiaries of accounts.

Clients value our support and expertise during difficult financial times like bereavement. After a loved one passes away, Elevation helps you through the estate management process, including guiding you through probate, identifying and analyzing inherited assets, and avoiding missteps leading to a large tax-bill.

| Tax Planning

Taxes can have a significant impact on your financial situation, and effective tax planning can help you minimize your tax liability and maximize your after-tax income. Our experienced professionals can help you develop a tax strategy that is tailored to your individual financial circumstances. We stay up-to-date on the latest tax laws and regulations, and we use our expertise to help you make informed decisions about your finances. We work with you to identify tax-saving opportunities and develop strategies to help you achieve your financial goals while minimizing your tax burden. With our help, you can rest assured that you are making the most of your financial resources and minimizing your tax liability.

| Wealth Management

It’s essential to work with a professional financial advisor who can help you weather the ups and downs of turbulent markets.

Upon arrival at Elevation, you may have accounts with ex-employers, inherited from family, or at multiple investment firms. We will analyze all of your accounts and develop a coherent investment strategy. We use our expertise to help you make informed decisions about your investments. With our help, you can feel confident that your investments are being managed in a way that is designed to help you achieve your long-term financial goals.

| Legal/Insurance Settlements

After a long, drawn-out legal process, you finally have a check-in-hand. Along with a feeling of relief, you’re anxious to place your funds where they’ll serve you best; to ensure you’re making smart decisions. We’ll guide you to make the most of your settlement proceeds to build wealth and provide long-term financial stability.

| High-Net-Worth Planning & Investing

Affluent individuals and families require specialized financial guidance. We work with you to develop strategies to minimize your tax bill, growth your wealth, and create long-term financial security across generations. Elevation has access to a breadth of strategies, including private equity and other alternatives. We maintain discretion around finances, investments, and family matters. We also facilitate family meetings to sustain your wealth for posterity.

| Life and Long-Term Care Insurance

Life insurance is a crucial step in ensuring that your loved ones are financially protected in the event of an unexpected tragedy. While it may be tempting to opt for the cheapest option available, it's important to consider the long-term benefits of a more comprehensive policy. We can work with you to determine the appropriate amount of coverage for you. By securing life insurance, you can be confident that your loved ones will be taken care of in the event of your passing.

Around 70% of American adults will need long-term care services in their lifetime. Protecting your wealth is just as important as building it. The high cost of care can degrade the value of the legacy you wish to leave. We’ll explore your coverage options so that you have control over how you are cared for in later life.