Client Portal
Send Files
Elevated Retirement Group
    Skip Navigation
    • Our Process
        • Our Philosophy
        • Fiduciary vs. Suitability
      • Close
    • Who We Serve
        • Pre-Retirees and Retirees
        • Employers
      • Close
    • Our Team
    • Resources
      • Kansas City Resources
        • Articles
        • Community Involvement
        • Newsletters
        • Podcasts
        • Salt Lake City Resources
        • Articles
        • Newsletters
        • Podcasts
        • Webinars
      • Browse by Category
        • Back to the Basics
        • Briefcase Studies
        • Retirement
        • Tax Planning
        • Team Spotlights
        • Investment Management
        • PODCASTS

          The Retirement Elevated Podcast with Scott Dougan and Sean P. Lee. Browse all.

      • Close
    • Contact Us
Schedule a Call

Send Secure Files

Kansas City

Send Files to Kansas City

Send Files
Salt Lake City

Send Files to Salt Lake City

Send Files

Set Yourself Up for Retirement Success

Schedule a Call
Elevated Retirement Group

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

Explore

  • Our Process
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
    • Pre-Retirees and Retirees
    • Employers
  • Our Team
  • Resources
    • Kansas City Resources
      • Articles
      • Community Involvement
      • Newsletters
      • Podcast
    • Salt Lake City Resources
      • Articles
      • Newsletters
      • Special Reports
      • Podcast
      • Webinars
    • Browse by Category
      • Back to the Basics
      • Briefcase Studies
      • Retirement
      • Tax Planning
      • Team Spotlights
      • Investment Management
    • Podcasts
  • Contact Us
Client Portal
Send Us Secure Files

Disclaimer

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

© 2024 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
Elevated Capital Advisors Form ADV Part 3 (Form CRS) March 2024
Investor.gov
Privacy Policy

Locations

Kansas City Office 

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

Salt Lake City Office 

(801) 639-0095
11925 South 700 East
Draper, UT 84020

Boise Office 

(208) 377-1400
1760 River Road
Homedale, ID 83628

California Offices

(951) 330-4900
37880 Honey Pine Rd.
Murrieta, CA 92563

128 W. Rancho Del Cerro
Ridgecrest, CA 93555

  • Our Process
    • ← Back
    • Our Philosophy
    • Fiduciary vs. Suitability
  • Who We Serve
    • ← Back
    • Pre-Retirees and Retirees
    • Employers
  • Our Team
  • Resources
    • ← Back
    • Kansas City Resources
      • ← Back
      • Articles
      • Community Involvement
      • Newsletters
      • Podcast
    • Salt Lake City Resources
      • ← Back
      • Articles
      • Newsletters
      • Special Reports
      • Podcast
      • Webinars
    • Browse by Category
      • ← Back
      • Back to the Basics
      • Briefcase Studies
      • Retirement
      • Tax Planning
      • Team Spotlights
      • Investment Management
    • Podcasts
  • Contact Us
Client Portal
Send Files
Schedule a FREE Assessment
Set yourself up for retirement success. Schedule a conversation with us.
Retirement Classes Enrolling Now