Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients regarding financial literacy and their personal financial options.
Through an education first process he works hard to make sure that clients understand where they currently are financially and to identify any problem areas. Then with an eye to the future they work together to build a true retirement plan that will eliminate the uncertainty that so many retirees face.
Through a focus on retirement specific planning Casey employs methods to lower tax liabilities, minimize market risk, plan for long term care & healthcare, as well as 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.
Casey is a Fiduciary as a Registered Investment Advisor and is proud to be a true advocate for his clients and all that he works with.
If Casey isn’t working, he is with his wife of 10 years. He spends his free time working on car and motorcycle projects, and he loves to barbecue and spend time with his friends and family.
Let Casey show you how to build and then put into effect a real retirement plan that will lead to the stress-free retirement you’ve always wanted.
