www.elevatedwa.com Open in urlscan Pro
2606:4700::6811:aaac  Public Scan

Submitted URL: http://elevatedwa.com/
Effective URL: https://www.elevatedwa.com/
Submission: On April 22 via api from US — Scanned from DE

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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
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   * 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


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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

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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!
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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

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