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Newsletters: Salt Lake City Office

2021 Winter Newsletter

By Scott DouganNewsletters: Salt Lake City Office, Newsletters: Salt Lake City Office
ELEVATED INSIDER A new year. Is it just me, or did this past year feel like more than 12 months? 2020 was hard on everyone – some more than others....
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January 11, 2021

2020 Fall Newsletter

By Scott DouganNewsletters: Salt Lake City Office, Newsletters: Salt Lake City Office
ELEVATED INSIDER The days are getting shorter. The leaves are changing and falling. The mornings are crisp and cool. We’ve made it to Autumn of 2020. And I imagine it...
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October 21, 2020

2020 Summer Newsletter

By Scott DouganNewsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Summer 2020
ELEVATED INSIDER What a year it has been! So far. We are more than half-way through 2020, but when I think back to January – or even March – it...
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July 21, 2020

2020 Spring Newsletter

By Scott DouganNewsletters: Salt Lake City Office, Newsletters: Salt Lake City Office, SLC Spring 2020
ELEVATED INSIDER I write you from the strange and surreal comforts of my home “office,” complete with children bouncing and playing in the background. Elevated Retirement Group has been working...
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April 16, 2020

2020 Winter Newsletter

By Scott DouganNewsletters: Salt Lake City Office, SLC Winter 2020
ELEVATED INSIDER A new year, a new decade. A time to reflect on our past accomplishments and failures while also focusing on our goals for the future. 2019 brought a...
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January 15, 2020

2019 Fall Newsletter

By Scott DouganNewsletters: Salt Lake City Office
ELEVATED INSIDER The dog days of summer lead right into the chaos of Fall. Our 2 kids headed back to school August – this year our son, Michael, is in...
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September 30, 2019

2019 Summer Newsletter

By Scott DouganNewsletters: Salt Lake City Office
ELEVATED INSIDER As a kid I longed for summer – no school, no homework, no set schedules. Just long days full of sunshine and games with friends. Now, as a...
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July 9, 2019

2019 Spring Newsletter

By Scott DouganNewsletters: Salt Lake City Office
ELEVATED INSIDER Spring is in the air. Flowers are blooming, trees are budding, birds are chirping….and someone just yelled, “Play ball!” It’s baseball season – my favorite time of year....
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May 2, 2019
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“Using a team approach, we can close the gaps between your current status and your future goals, helping you make wise decisions concerning your wealth.”

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  • Our Process
    • Fiduciary vs. Suitability
  • Who We Serve
    • Pre-Retirees and Retirees
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    • Salt Lake City
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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
    • 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