Ep 106: Busy, Busy, Lee: An Update on Elevated Retirement Group

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After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.

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Things You’ll Learn Along Today’s Journey

After a busy spring, we look toward summer and all that is ahead! There’s exciting news in the office of Elevated Retirement Group as they prepare to move locations.

As if baseball and cheer schedules and an office move weren’t enough–Sean has a book coming out as well! He shares the inspiration behind the book and how you can get a copy. All about how baseball and finance interact, the book is called Rounding Third: Preparing Your Finances for the Home Stretch to Retirement.

Having a strategy put together can help from your weekly schedule to your long-term financial plans and goals. Are you prepared for retirement? Reach out to Sean and his team to put together a strategy that prepares you for your financial future.

Here are the updates Sean shares on today’s show:

  • What’s the latest with Sean, his family, and his business? [0:17]
  • The office is moving after five years. [2:24]
  • A new book is coming! [4:08]
  • There’s always something happening, so a strategy is key. [7:35]

 

Looking Back From The Mountaintop

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MEET YOUR HOST...

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.

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Questions for Sean?

GET IN TOUCH

MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com

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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.

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.