TERMS AND CONDITIONS - PRIVACY POLICY
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Neither Mark Stimpson, Casey Elkins, nor Elevated Financial Management are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.
ABOUT YOUR HOSTS
Phone: (253) 342-7142
Email: info@efmnw.com
Website:
Casey Elkins
Casey Elkins has always been about finding a way. He understands what it is like to rely on the experts only to have their expertise fall short. When his wife was first diagnosed with a chronic disease, he naturally depended on the expertise of insurance companies to help determine what medical plan would be best to cover her treatment but found that the answers they provided were conflicting, incomplete, and they used jargon that was confusing and hard to understand. In turn, Casey himself did the legwork of finding what plan would cover the proper medication and specialists to treat his wife. In his own career, there was little guidance on 401k plans; Casey was frustrated by the lack of direction and how those that were supposed to help passed the buck and didn’t take the planning for their clients’ futures seriously. In time, Casey was able to get to the bottom of it and find solutions for himself and in turn proved to be a valuable source for his workmates. With a passion for helping people and a natural aptitude for financial philosophies, a new practice evolved.
What You'll Learn:
How to build an income plan that you, nor your family will outlive
Optimization strategies to help you get the most from Social Security
How to pass your wealth to your loved ones in the most tax-advantageous ways possible
How to build an estate plan that protects your legacy from probate
Learn strategies on how to structure your current portfolio in today’s market
Plus much, much more!
1720 S. Scenic Hwy, Chattanooga TN 37409
Join us
Thursday, April 30th @ 6:30 PM
Highline Community College Bldg 22 Room 103
2400 S 240th St, Des Moines, WA 98198
Highline Community College Bldg 22 Room 103
Thursday, April 30th @ 6:30 PM
2400 S 240th St, Des Moines, WA 98198
Seating limited, reservations required.
How To Plan For A Stress-Free Retirement
Don’t let the uncertain economy and market conditions ruin your retirement dreams. Learn how to plan for a secure and stress-free retirement in 2026 and beyond!
Mark Stimpson
Mark Stimpson is managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.
Since 1979 Mark has specialized in Tax & Income planning along with reducing market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.
Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.
Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 42 years.
