Episode #2: Creative Tax Strategies

How you tap into your retirement accounts can really alter your retirement. We'll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

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The View From The Pinnacle

How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.

Your Guide:

Sean P. Lee – Contact

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Dave Ramsey is known for doling out financial advice, but a lot of it is broad and general. Some of it is sound advice and some of it might be more for the benefit of building up likes and views on social media. Today, we talk through what’s what and see what Sean thinks as a financial advisor. Make sure your financial strategy is customized to your unique needs and goals.

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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.

Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

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.