Rounding Third: Sean’s New Book
While Sean didn’t set out to write a baseball book, his love of both baseball and financial planning just came together here and his two worlds collided.
Read More Menu
financial planning
Well I Heard…
We all hear sayings and information that may or may not be true. Are you basing your financial plan on things you heard through the grapevine without finding out if it rings true for you? Instead of going off of what you’ve heard, ask yourself: “What do I want my life to look like?”
Read MoreReasons Why People Don’t Visit With An Advisor
Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about.
Read More
What Can You Expect From a Virtual Meeting With Us?
With new social norms, Sean and his team have continued to adapt. What does it look like to meet with a financial advisor virtually? We’ll take you through the process and what you can expect on today’s show.
Read More
Financial Life and Baseball
Missing baseball season already? Get your fix as Sean talks about the similarities between baseball and financial planning.
Read More
Why We Aren’t Panicking About The Economy
During uncertain times, you may feel uncertain about your finances and the economy. Sean shares why he isn’t panicked right now to help you also feel more confident about the future.
Read More
Busting the Biggest Financial Myths
In the financial world, there are a lot of myths out there. Do you know what’s a myth (and what’s a bust) when it comes to these commonly held beliefs?
Read MoreInvestment 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.