www.elevatedwa.com
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Submitted URL: http://elevatedwa.com/
Effective URL: https://www.elevatedwa.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.elevatedwa.com/
Submission: On April 22 via api from US — Scanned from DE
Form analysis
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Text Content
2626 Cole Avenue, #315, Dallas, TX 75204 (214) 643-6052 Client Login Menu * Home * About EWA * The Elevated Difference * What We Review * Elevated Planning Process * FAQs * Pricing * Elevated Services * Current EWA Clients * Elevated Asset Management * Elevated Financial Planning * Elevated Legacy Transition * Business Owner Services * Protection Services * Resources * Elevated Blog * Resource Library * The Retirement Series * Retirement * Estate * Investment * Insurance * Tax * Money * Tools * Calculators * Glossary * Tax Resources * Book Free Assessment Client Login IT’S YOUR PLAN/ LET’S MAKE THE MOST OF IT Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to build your financial team, we’d love to be a part of it. Goal Calculator ... NO COPY HERE ... ... no copy here ... ... no copy here ... ... NO COPY HERE ... ... no copy here ... ... no copy here ... ARE YOU OPTIMIZING EVERY DOLLAR YOU EARN? How confident are you that every dollar you earn is creating the lifestyle you want? It's our goal to help you maximize every dollar’s potential to minimize future financial concerns. Request an Appointment OUR CLIENTS Helping investors from every background RETIREES & PRE-RETIREES RETIREES & PRE-RETIREES * In retirement or it’s on the horizon * $500,000+ in savings (excluding real estate) * Looking to successfully maintain income * Plan Legacy Transition Learn more WIDOWS/INHERITANCE RECEIVERS WIDOWS/INHERITANCE RECEIVERS * Lost your spouse and ready to handle "the affairs" * Gained an inheritance and looking to figure out, "What do I do with it?" Learn more BUSINESS OWNERS BUSINESS OWNERS * Looking to insure key men/women * Needing to lock in an exit strategy or succession plan * Create retirement plans for employees Learn more SCHEDULE A CONSULTATION Request an Appointment If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you. Request an Appointment WHAT WE DO Tired of one-and-done financial advisors? When was the last time you had a meaningful conversation about your investments? If it’s been a while, it's time to partner with a trusted ally who provides ongoing support with a complete money strategy. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on us. RETIREMENT Your most important financial milestone Learn more WEALTH MANAGEMENT Portfolio construction and risk management Learn more TAX PLANNING Don't Overtip the IRS Learn more ESTATE STRATEGY Strategies for every phase of life Learn more WORKING WITH US STEP 1 ASSESS Review current plans and financial data to get an idea of where clients are today. STEP 2 OPTIMIZE Take your current plans, hard work, and investments to maximize your money’s potential STEP 3 IMPLEMENT Work together to execute plans and stay on track with your personal goals Get your financial journey started today. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. COMMON TAX ERRORS TO AVOID Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors. First Name Last Name Email Address Get My Free Guide SCHEDULE A FREE CONSULTATION We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call. Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: (214) 643-6052 Mobile: (469) 731-0071 2626 Cole Avenue #315 Dallas, TX 75204 andrew.kacz@elevatedwa.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Check the background of your financial professional on FINRA’s BrokerCheck Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. The financial registered representative associated with this site may only discuss and/ or transact securities business with residents of the following states: Texas, New York, Massachusetts, Michigan, Rhode Island, Connecticut and Virginia.