Worried that your financial strategy is

MISSING SOMETHING?

We're here to help you feel confident in your financial future.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

A recent study found that 72 percent of Americans indicated they would be willing to give up smaller pay increases in exchange for steady and reliable income in retirement. In the same study, 77 percent said the disappearance of pensions has made it harder to achieve the American dream.1

That’s where we come in.

We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1The National Institute on Retirement Security. February 2017. “Retirement Security 2017: A Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis and Solutions.” Accessed Jan. 30, 2018.

Providing Comprehensive Retirement Planning

THE ELEVATED WEALTH PROCESS

First Meeting

Your financial future is personal. We take time to learn about your unique goals and needs.

Financial Plan
A good financial plan is the blueprint that helps you make decisions confidently. No two plans are alike, yours is unique to you.
Active Management
We are with you every step of the way, advising and adjusting your plan as needed.

READY TO TAKE THE

[NEXT] STEP?

For more information about any of the products and services listed here, schedule a meeting today or attend our next event.

CONTACT US

Phone: (615) 843-5200

Fax:     (615) 526-1751

Email: info@elevatedwealth.com

OUR LOCATIONS

256 Seaboard Lane, Ste D-101

Franklin, TN 37067

Map

1606 Schaeffer Rd, Ste 100

Knoxville, TN 37932

Map

  • YouTube
  • Facebook
  • Instagram
brokercheck.png

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.