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It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Let us help you take control

It is important to feel you have control over your future. At Elevation Capital Strategies, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no-obligation Customer Care Needs Analysis! Call us at 541-728-0321.

We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion, we can place you on the path toward owning your tomorrows.

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.

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Contact Us

Toll-Free: 866-708-7454

Phone: 541-728-0321

Fax: 541-639-3456

Email: info@elevationcapitalstrategies.com

Corporate Office

775 SW Bonnett Way Suite 120
Bend, OR 97702



MEDFORD OFFICE

3501 Excel Dr. Suite 205
Medford, OR 97504

TUALATIN REGUS OFFICE

8215 SW Tualatin-Sherwood Road
Suite 200
Tualatin, OR  97062

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

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.

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.

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

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. 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.