Elevated Financial Management
(25 Reviews)
Casey focuses on retirement planning and employs methods to lower tax liabilities, minimize market risk, plan for long term care, and provide a consistent income stream during retirement. He strives to understand his clients wants and needs to ensure that their roadmap for retirement is clear and concise.
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CRD #175083
In Business Since 2020
Sentiment Analysis
Mark was super helpful in helping me set up some new accounts and explaining the basics of financial management 101 to me.
If you want someone who’s going to be honest, look out for your best interest and your goals, and current situation, I highly recommend the Team at Elevated.
Recently I decided to retire, however I was concerned and not confident in my financial retirement position.
My husband and I have been fortunate to have Mark's help with a number of financial situations.
Mark is very easy to communicate with and can quickly be reached to answer any questions we may have.
He also respects people who are anxious and not wanting to expose their funds to extreme risk.
Mark keeps things simple and understandable with no pressure.
He has helped my wife and I with are retirement plans and made sure are funds and future are safe.
I've been with Mark for 3 years now and I appreciate his attention to detail, his ongoing Commnication going through this process and he has made very smart choices on how and where my funds are invested.
Without Marks help I would not have been able to retire early, at 62.
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