[ FOCUS] ON WHAT

MATTERS MOST

If you are looking for a firm to support you during uncertain times, provide disciplined investment strategies and offer straightforward market perspective, then you have come to the right place. 

TODAY'S RETIREMENT IS DIFFERENT.

It's not the final chapter in the book of life but rather the beginning... a second act.  

Schedule a call to see how we can help you with your retirement plan.

WHAT WE PROVIDE

We provide a custom approach to investment management & financial planning that always puts you first.

This starts with a comprehensive assessment of your personal situation and considers important factors outside of your portfolio.

We provide a clear retirement map (Elevated Wealth MAP) that's focused around these 4 key areas of your current financial life.

WEALTH

Income and investment planning play an important role in your whole plan.  We will help ensure your expenses can be paid month to month with 

reliability and predictability for the rest of your life and once your income plan is established, we will create an investment plan for the reaming assets that you do not need to draw from month to month.

TAXES

Our comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.

LEGACY

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner.  We work collaboratively with a qualified Estate Planning Attorney to make sure your goals are met. 

HEALTHCARE

We will create a plan to help you address rising healthcare cost with a minimum of expense.

 
What does COMPREHENSIVE PLANNING mean for you?
It gives you confidence that your goals and your objectives are met.

Social Security Guide 

What, when, who, HOW? The Social Security Decisions

Download your FREE guides to help plan for your retirement

For more information please fill out the form below
 
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CONTACT US

Phone: (615) 843-5200

Fax:     (615) 526-1751

Email: info@elevatedwealth.com

OUR LOCATION

256 Seaboard Lane, Ste D-101

Franklin, TN 37067

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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.

 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Elevated Wealth are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

 

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.