Advisors: What They CAN and CANNOT Do For You

Part of discovering a financial advisor's true value and role in your life is coming to grips with the things they can and cannot actually do for you. Advisors aren't superheroes, so there will be some things you can't reasonably expect them to be able to do. Let's chat about some of these expectations and see how it all might impact your own financial situation.

The Bird’s Eye View:

Part of discovering a financial advisor’s true value and role in your life is coming to grips with the things they can and cannot actually do for you. Advisors aren’t superheroes, so there will be some things you can’t reasonably expect them to be able to do. Let’s chat about some of these expectations and see how it all might impact your own financial situation.

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Scott Dougan, RFC, Investment Advisor – Contact

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A Comprehensive Dismantling Of 2023’s Top Social Security Myths

In this episode, we’ll be debunking common myths about Social Security and answering the questions you’ve been curious about. No matter what questions you have about Social Security, we are here to help guide you through this important step in your financial future. Today’s show should give you a pretty good overview.

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June 1, 2023

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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