What We Do

At Elevation Capital Strategies, we understand how your accomplishments, passions and dreams for the future make you unique.

Retirement Is Synonymous With Income

Success in retirement is all about the protection and growth of one's assets and creating a rock-solid income plan. If you want to survive in retirement, you need a plan like The Navigator Plan, which focuses on income and management of investment risk.

The Navigator Retirement Plan

A RELIABLE INCOME PLAN

We properly invest and manage assets to develop a predictable income stream.

INVESTMENT PLAN

We look after assets to minimize investment risks that are faced in retirement.

A TAX-EFFICIENCY PLAN

Our partnered CPA will develop the best plan for your current situation.

ADDRESSING HEALTH CARE CONCERNS

We help people develop a plan to address potential catastrophic long-term care costs with or without insurance.

ESTATE PLANNING*

Our partnered estate attorney will review your current plan so that whatever you don’t spend during your lifetime can pass on to your heirs, charities, churches and loved ones in the most tax-advantageous ways possible.

*Estate plan review is conducted by a licensed estate attorney and works independent of Elevation Capital Strategies.

Strategies for Financial Independence

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

(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 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.