Financial Planning and Management Services
Contact company for business hours.
based on 13 reviews.
View Customer Reviews
Proud member since 11/13/2015This company is a Member of Business Consumer Alliance.
I don't remember where I saw Elevated Financial Management's Tax-Free Retirement Planning Workshop promoted by Fairwater Workshops. I think it was on Facebook. I signed up and attended the workshop, taking copious notes. Even though I am an accountant, I learned so much from that workshop, including something very critical - Required Minimum Distribution RMD Penalties of 50%! Yikes! I scheduled a free initial consultation with Casey Elkins. He went over my financial and retirement situation. He offered me advice that actually released many financial constraints that I would have had if I went with my already elaborate plan, and in addition, it opened more financial possibilities! That was great advice! If I stuck to my plan, he would have been able to help me with one of their products. However, with his integrity, he gave me the best advice for my situation in spite of not being able to offer their products. I highly recommend Elevated Financial Management to anyone starting to plan for retirement, on the verge of retiring, or already retired. They're just brilliant!
BCA's Summary and Analysis:
We have received no complaints against this company.
Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.
Complaint Closing Statistics
Elevated Financial Management Inc provides professional financial, retirement and social security planning services.
Mark Stimpson is President and Founder of Mark A Stimpson and Associates, Inc. of Tacoma, WA. For over 30 years Mark's mission has been the very committed and caring approach of bringing about both a worry free retirement and a very diligent tax strategy. Mark A Stimpson and Associates main focus is to assist both pre-retirees and retirees with taxes, insurance services and financial planning.
Interested in Elevated Financial Management Inc.?
Contact them directly!
This company may be required to be licensed or registered for the services they provide. To check the status of this company's license and registration, please contact Washington State Office of the Insurance Commissioner at http://www.insurance.wa.gov/ or call (800) 562-6900.
BCA has no information regarding government actions at this time.
We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.
We know of no other matter or practice relating to this company that may assist you in your consideration of this company.
BCA has no information regarding advertising review at this time.
DBAs:There are no additional DBAs.
Websites:There are no additional web sites.
Login to BCA
Login to participate on the website. Write reviews, ask and respond to questions,
get quotes and more. Don't have an account?
Sign up for free now
Sign up with BCA
Sign up for free to participate on the website. Write reviews, ask and respond to questions,
get quotes and more. Already have an account?
Type in the email address you registered with. If we can verify it in our system, an email will be sent to you with your password.