Contact company for business hours.
based on 13 reviews.
Select Your Rating
Choose the number of stars (by rolling over them) and then click (3 stars default)
Tell Us What You Think!
125 characters remaining | 125 total characters allowed
3000 characters remaining | 3000 total characters allowed
13 recent reviews
Elevated Financial Management Inc.
Posted on 11/24/2021
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!
Was this Review…?
Flag This Review
Posted on 4/13/2016
When we met with him, he explained things differently than others had explained things to us.
We attended one of Mark Stimpson’s classes. He has lots of useful information. When we met with him, he explained things differently than others had explained things to us. He recommended a product and had good reasons that seemed sound, so we transferred funds into his product. We are happy with what we have so far. Mark is laid back, friendly, experienced and knowledgeable. We would recommend his services.
Flag Inappropriate Content
You are requesting to flag the content of an item as inappropriate. Business Consumer Alliance staff will be notified of this request.
Explain why you feel it is inappropriate:
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.