Episode #10: What Actual Services Should Your Advisor Provide?

We want to make sure you actually know what you're getting when you work with a true financial advisor and planner. So, on this episode, we'll detail exactly what the different elements of Elevated Retirement Group's services look like. We'll cover retirement income and distribution planning, investment oversight service, tax reduction planning, healthcare, family wealth planning, and set expectations for ongoing services and communication.

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We want to make sure you actually know what you’re getting when you work with a true financial advisor and planner. So, on this episode, we’ll detail exactly what the different elements of Elevated Retirement Group’s services look like. We’ll cover retirement income and distribution planning, investment oversight service, tax reduction planning, healthcare, family wealth planning, and set expectations for ongoing services and communication.

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As mentioned in this week’s episode, don’t forget to check out FINRA and SEC Advisor Search to get important background information on your future (or current) financial advisor.  And for some more tips on how to find the right financial professional, here’s a bit of reading material on The Value Of An Objective Opinion.

And for a copy of an overview of the 5 key areas where your advisor should assist you, click below.

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Scott Dougan, RFC, Investment Advisor – Contact

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Ep 106: Financial Checklists and Important Birthdays

A new year means many of us are looking for ways to improve our financial lives in 2023. Today we’re sharing a great checklist to give you areas of focus in order to be better prepared financially. If you’re nearing retirement, these are questions you want to think through and have a plan for before you make that transition.

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SECURE 2.0 Act – Retirement Changes You Need to Know

We’ve gone through all of these different SECURE 2.0 Act provisions, which touch on a range of planning items and dates, so that you can really focus on what’s most important. This episode will help you get a better understanding of the changes, how they might impact you, and what planning opportunities you need to be aware of.

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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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(913) 393-4724