We guide great people to make smart decisions so they can enjoy an exceptional retirement.

Wouldn’t It Be Great...

..to feel secure enough with the team you’re working with to help plan your financial future to be able to cut through the confusion and complexity and simply ask: “Now that you know me and my retirement planning desires so well, what would you do if you were me?”

Our Process

Connect with us.

Stay in touch with us on social media, tune into our informational podcasts, or browse our online resources.

Kansas City

Calendar of Events 2026

Coffee & Conversation

Friday, September 25th

The Fall Festival is Back!

Save the date: Thursday, October 15th at the Prairie Fire Museum.

We want to feature travel stories from you, our clients! Been on a memorable trip recently? Share your itinerary, favorite restaurant, best excursion, or must-see attraction — photos welcome. Submit your story for a chance to be featured at the event.

Submit here: jennifer@erg-kc.com

All testimonials are from current clients of Elevated Retirement Group and have been selected from all client feedback given. Elevated Retirement Group has not provided any compensation for the testimonials shown. We do not believe any material conflicts of interest exist on the part of the client giving the testimonial as a result of our relationship with the client.

We're Drowning In Information, But Starving For Wisdom.

There are 32,000 investing vehicles and hundreds of thousands of financial professionals. With such vast options and resources available to you, why don’t you feel more confident in your retirement plan?

Work Together Closely

We work closely with families just like yours to develop a path to a more clear and secure financial retirement.

Always In Your Camp

Capable, trustworthy and most importantly: competent people in your camp to advise you on what matters most.

Retirement Is Complex

There has never been a more critical time to find professional advice-givers that you can trust.

Learn About Our Process

Featured articles published on Kiplinger

Browse all of Scott's articles on Kiplinger

Five Tax Strategies to Help Your Money Last in Retirement

The intricacies of tax planning are a critical component of your overall retirement strategy. Minimizing taxes in retirement isn’t just…

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier,…

Three Ways You Can Flip the Script on Your Taxes

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting…

Can You Build a Retirement Income Plan With Both Risk and Reliability?

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you…

Our Latest Newsletter

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2026 Summer Newsletter: Kansas City

Summertime! When we were all kids in school, summer marked the end of another school year, another formal step in our learning. We went from one grade to the next; it was neat and tidy. As adults, we continue to grow and learn, but it’s not as neat and tidy now. I share this because our firm has been very active in continued education for many years. We teach retirement planning classes to help people…

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We’re Driven To Understand Your Why Before We Get To The How

After all, if your advisory team doesn’t understand your motivations, and how you’ve made financial decisions in the past, how on earth can they help you move forward confidently toward the retirement you’ve always dreamt about?

Show Me How

Podcasts

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Your Retirement Elevated Podcast with Scott Dougan

Confused by all the estate planning lingo you hear tossed around? Estate planning comes with a language all its own, and many of the terms sound similar enough to create unnecessary confusion. In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes. Tune in and finally feel confident speaking the language of estate planning.

Here’s what we cover in this episode:

📜 Wills and Trusts: Different tools with very different outcomes

⚖️ Executor or Trustee: Authority depends on the governing document

🎁 Heirs and Beneficiaries: Legal inheritance vs. intentional naming

🔐 Trust Types: Revocable vs. irrevocable control and protection

🩺 Two “Wills”: Medical wishes vs. property instructions

📝 Beneficiary Forms: Contract designations can override your will

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

🌐 Visit our podcast website: https://listentoscott.com/

📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit