tax reduction

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

The Bird’s Eye View:


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