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SLC Summer 2020

Health and Safety Message

By Scott DouganArticles: Salt Lake City Office, SLC Summer 2020

Back in May, our goal was to get back to conducting in-person meetings here at the office starting June 1st….

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July 27, 2020

Briefcase Study

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2020, Summer 2020
If a Tree Falls In the Woods, and Other Election Year Thoughts During a recent meeting, and then at another meeting, and another...the question came up: “With an election coming...
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July 21, 2020

Back to the Basics: Two Ways To Estimate Retirement Expenses; One Fast, One Slow

By Scott DouganArticles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2020, Summer 2020
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your...
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July 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
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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
  • Your Team
    • Salt Lake City
    • Kansas City
    • St. George
    • Boise
  • Resources
    • Salt Lake City
    • Kansas City
  • Client Portal
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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

Investor.gov

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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