Elevated Financial Management Inc. reviews

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!

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.