Individuals and Families
Taking control of your finances and investments can often feel overwhelming. For families, it’s challenging to find the time to have meaningful conversations about planning for the future, let alone take action. At Elevation Wealth Partners, we strive to make the process as simple and painless as possible.
Individuals and families often seek our guidance on matters such as:
- Determining how much they can afford to spend on a new home, exploring financing options, and deciding which option is best.
- Assessing if they are saving enough to eventually move into a larger home, relocate to a better school district, pay for college, or fund retirement.
- Estimating future college costs for their children and choosing the best college savings vehicle, such as 529 plans, from states like California, Nevada, Utah, Maryland, or Virginia.
- Understanding which employee benefits, such as Health Savings Accounts (HSAs) or Flexible Spending Accounts (FSAs), can help save money.
- Deciding on the appropriate amount of life insurance, who it should cover, and whether it should be through their employer.
- Determining how much disability insurance is necessary and if they should purchase additional coverage beyond what their employer offers.
- Evaluating their estate planning needs, and whether a simple will is sufficient or if a living trust is more appropriate.
Our team of financial experts will guide you through our Discovery Process, helping both of us understand the specific and most pressing financial issues you face. Your dedicated Wealth Team will then work closely with you to prepare a personalized financial plan, tailored to your unique goals and desires. We’ll then assist you in executing each action item efficiently and on time, ensuring a clear path toward a secure financial future.
