Investment Management

At Elevated Financial Planning, we specialize in managing Mutual Funds and Exchange Traded Funds (ETFs) within a macro portfolio strategy. Our advisory services are offered at a reasonable cost, typically ranging between 0.65% and 1.5%. This fee includes comprehensive services such as quarterly reviews, monthly analysis, and weekly insights.

When tailoring your investment portfolio, we prioritize quality investment vehicles from a variety of providers to ensure optimal fund management across asset classes. Our forward-looking philosophy adapts to the ever-changing macro-economic environment, considering your risk tolerance and collaborating with you to understand how you plan to utilize your assets over time.

Understanding your risk tolerance and investment goals is essential in building your portfolio. Through a thorough financial analysis, we customize your portfolio to your specific circumstances and needs. By providing advice on a wide range of financial topics and crafting a unique portfolio tailored to your desired outcomes, we ensure your financial success today and in the future.

In managing your investment assets, we conduct a monthly analysis of your portfolio and communicate any recommended changes to your overall allocation. Additionally, we meet with you quarterly to stay informed of any major life, economic, and planning changes, ensuring that your investment strategy remains aligned with your evolving needs and goals.

*Financial Action, Inc. does not provide legal or tax advice, we provide guidance and

recommend professionals to complete these aspects of your financial plan.

At Elevated Financial Planning, we offer flat-fee planning services for individuals seeking to build a comprehensive financial plan tailored to their unique goals and circumstances. We understand that financial planning is a process that requires careful consideration and time. Each plan is meticulously crafted with the client's specific objectives in mind, without adhering to a one-size-fits-all template.

Our typical planning engagement consists of three meetings, during which we gather all pertinent financial data to gain a deep understanding of the client's current financial position and individual goals. This information serves as the foundation for a thorough analysis conducted by our advisors, utilizing a range of planning tools to tailor recommendations that align with the client's objectives. After delivering the plan, we work closely with the client to implement any recommended actions that are in their best interest.

Our comprehensive financial plans cover various aspects, including retirement income planning, investment planning, cash flow management, debt planning, college planning, and business planning. Additionally, we offer a review of tax returns and collaborate closely with appropriate legal professionals to implement a complete and sound estate plan.

*Financial Action, Inc. does not provide legal or tax advice, we provide guidance and recommend professionals to complete these aspects of your financial plan.

Incorporating robust Risk Management into your financial plan is essential for long-term security. This includes safeguarding your wealth through various insurance products such as life insurance, disability insurance, and Long-term Care Insurance. As a licensed Life and Health Agent, we assess your existing coverage, identify gaps, and ensure you have adequate protection in place.