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Winter 2020

Secure Act Passed by Congress

By Scott DouganArticles: Kansas City Office, Winter 2020
What Steps Can You Take To Protect Yourself and Your Loved Ones? On December 19th, Congress passed a spending bill that includes seismic changes to IRAs and retirement plans. The...
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January 15, 2020

2019 Fall Festival Results

By Scott DouganArticles: Kansas City Office, Winter 2020

We are so thankful for the support we received at the 2019 fall festival. Not only did we have an…

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January 15, 2020

Employee Spotlight: Julia Urquhart

By Scott DouganArticles: Kansas City Office, Winter 2020

Julia Urquhart, Office Manager Julia grew up in the Kansas City area, attending Universities of Missouri – Columbia & Kansas…

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January 15, 2020

Briefcase Study

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2020, Winter 2020
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement...
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January 15, 2020

Back to the Basics: Having A Budget Vs. Budgeting

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2020, Winter 2020
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle...
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January 15, 2020

2020 Winter Newsletter

By Scott DouganNewsletters: Kansas City Office, Winter 2020
ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think the year 2020 sounds like science fiction; when you think...
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January 15, 2020
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Disclaimer

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.

Disclosures

Elevated Capital Advisors Form ADV 2A June 2020

Elevated Capital Advisors Form ADV Part 3 (Form CRS) June 2020

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Salt Lake City Office (801) 639-0095
9350 South 150 East, Suite 320
Sandy, UT 84070

Kansas City Office (913) 393-4724
5200 W 94th Terrace, Suite 208
Prairie Village, KS 66207

St. George Office (801) 639-0095
1173 South 250 West
Suite 502
St. George, UT 84770

Boise Office (208) 377-1400
8100 W Marigold
#140322
Boise, ID 83714

© 2020 Elevated Retirement Group. All Rights Reserved. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

  • Our Process
    • Fiduciary vs. Suitability
  • Who We Serve
  • Your Team
    • Salt Lake City
    • Kansas City
    • St. George
    • Boise
  • Resources
    • Salt Lake City
    • Kansas City
  • Client Portal
  • Contact Us
  • askelevated@erg-slc.com