The wealth management process begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.
Institutional-level advisors and consultants can often help investors to bypass the additional costs of the retail brokerage market. Institutional account holders generally trade directly without the extra costs associated with retail distribution and marketing.
We will customize a plan that best meets your needs—giving you cost-effective, institutional asset management, transparency and expertise.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 541-728-0321 today!
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.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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.