What's Next?

Our Financial Guided Planning System (G.P.S)

I. Where you WANT to go

VISION – determining your vision and goals for retirement. STRESS TESTING your current portfolio is this powerful first step in the G.P.S. process. It will help you identify strengths, opportunities, potential issues and concerns with your current financial situation.

II. Where are you now

Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. The PORTFOLIO STRESS TEST will determine inconsistencies with where you want to go. Solutions to fix any problems as well as creation of a retirement income plan will be discussed.

III. Calculate route

Your Plan – the strategies discussed during your second meeting will be implemented. Reaching goals requires action. Once your route is calculated, you should have an easy-to-follow path to reach your retirement goals.

IV. Re-assess

Assess what you HAVE – your STRESS TEST will be reviewed to see the current risk, cost and income of your current portfolio. The PORTFOLIO STRESS TEST will determine inconsistencies with where you want to go. Solutions to fix any problems as well as creation of a retirement income plan will be discussed.

II. Where are you now

Continuous review to keep you CONNECTED to your retirement path – your portfolio will be monitored to ensure it is in line with your objectives, including any new changes, situations or needs that may arise.

Request a Free Consulation

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.

Have Questions for us?

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.



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

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?

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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.