Unlock Your Dream Retirement with Elevated Wealth Management

A referral to Elevated Wealth from a friend has proved to be very worthwhile. Eric and Jennifer are great people. They are very personable. and trustworthy.I appreciate their willingness to listen and tactfully lead me in a way to help me achieve my goals. They take the time to get to know what my goals are and then work to make that possible.

My wife and I are small business owners here in Franklin TN. We are near retirement and have looked for another small business that could partner with us to manage our financial portfolio. There are many choices. We chose Elevated because Eric and Jennifer impressed us with their detailed, caring and professional approach. After establishing that our portfolio size and specific circumstances seemed a good fit, we sat down with Eric and began hammering out a financial plan. We want to travel some. We will need our nest egg to grow and provide additional income later in life. Eric listened. He asked many questions. As a professional he is able to guide us in a direction that feels comfortable. Eric has already guided us through the introduction phase and continues to provide excellent service. We trust Elevated with our financial portfolio. We trust Eric and Jennifer.

This is not a one-size fits all approach to your financial goals. We had just spent 5 years with an impersonal passive financial planner. Eric and Jennifer took the time get to know us and we couldn't be more pleased. Highly recommend

I was on the verge of early retirement and went to one of Eric’s seminars at the Edmondson Pike Library. I’m so glad that I went to the seminar as my homemade plan would have worked but was full of potential RMD and Tax pitfalls that could be avoided with some planning. Eric works diligently to ensure I understood fully the strategies he recommends, why he recommends given strategies, as well risks and alternatives. We have worked together to put together an optimized financial plan that provides for my current and future financial wants and needs. That being said Eric follows up on a regular basis to confirm I’m still comfortable with the plan or if I want to make any changes given market conditions. I highly recommend you give Eric and Jennifer a call or go to one of their seminars to see for yourself what they can do for you.

We began working with Eric for full suite retirement and portfolio services (multi-year tax planning, estate planning, long-term care, retirement income withdrawal strategies, social security activation choices and wealth management and investment advice). We are so relieved to have a one-stop strategist that educates us and advises us to make optimum choices for our goals. You will have increased peace of mind immediately upon working with Eric and Jennifer as your personal wealth management professionals due to their high integrity and personal approach with their clients.

I am very happy with the services provided Elevated Wealth Management. Eric and Jennifer are a great team making me feel confident in reaching my retirement goals. Eric works to inform and educate the client, allowing you to make the best decision for your comfort level and situation. I highly recommend the services of Elevated Wealth Management.

My experiences with Eric and Jennifer have been outstanding. They truly take the time to understand your unique family situation in order to formulate a plan that fits your exact financial and spiritual goals. I find their proactive communications meaningful in order to keep me focused on potential opportunities emerging. I highly recommend them to partner with.

Eric and Jennifer provide a great level of professionalism and clearly possess a deep knowledge of financial planning and investing. At the same time, they are very down to earth and approachable. Our meetings never feel rushed and Eric always takes the time to listen to our concerns, answer questions, and offer practical advice. He always provides his rational when making recommendations, but he has never been pushy with any particular financial product. We appreciate having a sound partner to help us navigate the complex world of planning for our financial future!

I couldn’t ask for a better firm to work with. they are very professional . But they make you feel like you are family I highly recommend them.