Things You’ll Learn Along Today’s Journey

In honor of Thanksgiving, we share some of what we’re thankful for and what we look forward to with the holidays. When it comes to working with a financial advisor, what is there to be thankful for? We discuss five reasons you might be thankful for your advisor (and what to do if this doesn’t describe your relationship with an advisor). 

Reasons to be thankful for the financial advisor in your life:

  • For providing a comprehensive plan to build and protect your wealth. (2:28)
  • Finding clarity and good expectations in the relationship. (4:56)
  • Working with a fiduciary. (6:36)
  • Having a trustworthy advisor. (9:02)
  • Being able to have conversations and regular communication (11:11)

Looking Back From The Mountaintop


Retirement Satisfaction

Who are the people who have the highest satisfaction in retirement? And how can you be one of them? It begins with understanding your retirement needs.


Irreversible Financial Decisions

Have you ever wondered about the decisions in life that you can’t take back? Today, we deep dive into the irreversible choices that can shape your financial future, especially when it comes to retirement.



For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?



(801) 639-0095

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.