Casey M. Elkins

Washington
Elevated Financial Management Managing Partner / Registered Investment Advisor
Address:
33507 9th Ave S Bldg H Ste 2
Federal Way, WA 98003
253-342-7142
253-342-7176
Casey M. Elkins

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.

NRR1-AdvisorAIG-AdvisorRSR-Advisor

Request Your Free Retirement Report Materials

    Safe Money First Slide

    Read this 12-page book above – finally, a blueprint on how to build a more worry-free retirement with a financial strategy that has a Safe Money First Foundation: CLICK HERE

    Other Information:

    Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please notify the sender immediately and destroy all copies of this message. In compliance with IRS regulations, any tax advice contained or attached to this communication was not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any matters addressed in this communication. SafeMoney.com is not affiliated with the financial professional listed on this page. SafeMoney.com is not responsible or liable for any actions, advice, or recommendations given by this financial professional or any decisions made by a client in conjunction with this financial professional. Please conduct your own due diligence before hiring any financial professional.

    As Seen On: