Your retirement income should last as long as you do.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

ELEVATION CAPITAL STRATEGIES LATEST NEWS & INSIGHTS *

Cathy Mendell

President, Founder

A Word From Our Founder

“It all begins with a plan, and at Elevation Capital Strategies, we take financial planning very seriously. Our proprietary planning process builds a financial road map that fits your individual needs, starting with sustainable income in your retirement years that is not dependent on the day-to-day performance of the stock market.”
- Cathy Mendell, Founder and CEO

Meet Cathy Mendell

Commonly Asked Questions

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How much risk should I take?

How much am I paying my existing advisor?

Will I run out of money?

How do I leave a legacy?

How do i avoid probate?

How do I stop losing money in the market?

How do I develop an income plan?

How do I know when to retire?

what should i do next?

Privacy Policy | Terms of Use

Investment advisory services are offered by Elevation Capital Advisory, LLC through AE Wealth Management, LLC. Insurance products are sold through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.