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Elevated Financial Management Inc.

 Member | 1,193 inquiries |
Financial Planning and Management Services

33507 9th Avenue South Bldg H Suite 2
Federal Way, WA 98003
| Get Directions

(253) 342-7142

http://www.elevatedfinancialma...

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Company Rating

AAA

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Customer Reviews

based on 13 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

proud-member

Proud member since 11/13/2015
This company is a Member of Business Consumer Alliance.

Recent Review

Posted on 11/24/2021

Brilliant Advice!

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!

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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Our complaint services are free and our team of expert mediators will assist in resolving complaints with businesses.

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Complaint Closing Statistics

0 complaints against Elevated Financial Management Inc. closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

Elevated Financial Management Inc provides professional financial, retirement and social security planning services.

Primary Contact: Mark A Stimpson (Owner)
Business Started: 1/1/1987
Social:
About Elevated Financial Management Inc.

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.

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Licensing

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.

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

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.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:
There are no additional DBAs.

Websites:
There are no additional web sites.

Contacts:

Casey Elkins (Managing Partner)
Information

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