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.

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

(Click the images below to learn more)

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 offered through Elevation Capital Advisory, LLC, an Oregon Registered Investment Advisor, and Global Financial Private Capital LLC, an SEC Registered Investment Advisor. ECA and GFPC are not affiliated. Insurance services offered through Elevation Capital Strategies, Inc.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.