Executives
Elevation Wealth Partners recognizes that time is your most valuable asset. That’s why our services are tailored to meet the demands of busy professionals, offering a high-touch yet efficient experience delivered in-person, by phone, or virtually. We are committed to providing a personalized approach, treating you as the unique individual you are and customizing our services to your specific needs.
Financial concerns you may seek expert advice on include:
- Maximizing your pre-tax retirement deferrals.
- Understanding the maximum you can contribute to your pension plan.
- Identifying your financial target or "number."
- Aligning your investments with your near-term goals.
- Ensuring you have sufficient reserves if you decide to leave your company.
- Evaluating the opportunity cost of taking time off from work.
- Deciding whether refinancing your home makes financial sense.
- Assessing the wisdom of purchasing a second home.
- Optimizing the benefits your company offers, such as Deferred Compensation plans.
- Determining if you need a will or a living trust.
At Elevation Wealth Partners, we share your passion for life and are here to help you navigate these important financial decisions, alleviating worry and allowing you to continue pursuing your life’s dreams. Our areas of expertise include:
- Maximizing contributions to 401K, pension, and profit-sharing plans.
- Short-term investing to meet income and liquidity requirements.
- Stock and equity compensation planning and execution.
- Health care and benefit planning.
- Cash flow analysis and management.
- Evaluating large purchases, particularly real estate.
- Estate planning needs analysis.
- Assessing the wisdom of purchasing a second home.
- Optimizing the benefits your company offers, such as Deferred Compensation plans.
- Determining if you need a will or a living trust.
With Elevation Wealth Partners, you can focus on what matters most, knowing that your financial future is in expert hands.
