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Special Reports: Kansas City Office

Report: Proactive Year-End Tax Planning for 2020 and Beyond

By Scott DouganSpecial Reports: Kansas City Office
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes – and no more – is one of our goals as...
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September 25, 2020

Half Time Report Webinar

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office

Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

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August 26, 2020

Report: Making a Difference – Surprise Video Message

By Scott DouganSpecial Reports: Kansas City Office
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time, it’s nice to know the little things are appreciated and...
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June 1, 2020

Report: Special Tax Report

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key focus when reviewing your personal financial situation. One of our...
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February 24, 2020

Report: Secure Act of 2019

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of...
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January 14, 2020

Report: 2019 Year End Tax Planning

By Scott DouganSpecial Reports: Kansas City Office
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from...
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November 14, 2019

Report: Quarter in Review

By Scott DouganSpecial Reports: Kansas City Office
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political...
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October 15, 2019

Report: Planning for Your Retirement

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office
Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income....
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September 17, 2019

Report: Quarterly Economic Update

By Scott DouganSpecial Reports: Kansas City Office
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The...
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August 1, 2019

Report: Proactive Retirement Planning

By Scott DouganSpecial Reports: Kansas City Office, Special Reports: Salt Lake City Office
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...
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June 3, 2019
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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

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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
    • Pre-Retirees and Retirees
    • Employers
  • Your Team
    • Salt Lake City
    • Kansas City
    • St. George
    • Boise
  • Resources
    • Salt Lake City
    • Kansas City
  • Client Portal
  • Contact Us
  • askelevated@erg-slc.com