Elevated Financial Management helps individuals and families throughout the Seattle area, Puget Sound, and Washington State make confident, informed decisions about their financial future. Our approach goes beyond simply managing investments. We focus on comprehensive financial and retirement planning, bringing together the different pieces of your financial life—including retirement income, Social Security, investment management, tax-efficient strategies, Medicare and healthcare considerations, estate planning coordination, and long-term financial goals. What makes Elevated Financial Management different is our emphasis on education and personalized planning. We believe you should understand your financial strategy and why each recommendation is being made. Rather than taking a one-size-fits-all approach, our team works to understand your goals, concerns, family, and vision for retirement before developing a strategy designed around you. We also provide retirement education throughout the Puget Sound through educational workshops, our Elevate Your Wealth podcast and media appearances, helping people better understand the decisions that can shape their retirement. Whether you’re approaching retirement, already retired, or looking for professional wealth management and financial planning, Elevated Financial Management is here to help you build a clearer path forward.
Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Our mission is to objectively and mathematically show each person that walks through our doors how they can enjoy the retirement they have been wanting for their entire life. We work with individuals who are retired or retiring in the next 5-10 years, have a nest egg of at least 350K, and typically deal with at least 1 of these 3 issues: They are either scared to death about running out of money or knowing when they can retire. They are sick and tired of losing money they spent their whole career saving, and it's being taken because of stock market volatility. Or, they are worried about increasing taxes. If you fit 1 or more of these issues, we can help. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Renton, WA area, Kevin Nanthrup will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
