What we do
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.
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.
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.