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

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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?

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.