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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
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
    • Pre-Retirees and Retirees
    • Employers
  • Our Team
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    • Kansas City Resources
      • Articles
      • Community Involvement
      • Newsletters
      • Special Reports
      • Podcast
    • Salt Lake City Resources
      • Articles
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      • Podcast
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Disclaimer

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

© 2022 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.

Disclosures

Elevated Capital Advisors Form ADV 2A March 2022
Elevated Capital Advisors Form ADV Part 3 (Form CRS) March 2022
Investor.gov
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Locations

Kansas City Office 

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

Salt Lake City Office 

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

St. George Office 

(801) 639-0095
1031 South Bluff Street, Suite 108
St. George, UT 84770

Boise Office 

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

  • Our Process
    • ← Back
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
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    • Pre-Retirees and Retirees
    • Employers
  • Our Team
  • Resources
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    • Kansas City Resources
      • ← Back
      • Articles
      • Community Involvement
      • Newsletters
      • Special Reports
      • Podcast
    • Salt Lake City Resources
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      • Articles
      • Newsletters
      • Special Reports
      • Podcast
      • Webinars
    • Browse by Category
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      • Briefcase Studies
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      • Tax Planning
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      • Investment Management
    • Podcasts
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