Elevate Financial

09/02/2026

September is Life Insurance Awareness Month.

Let’s be honest—life insurance isn’t exactly a fun topic to talk about, and none of us really want to think about why we might need it.

When I was younger, I purchased a whole life policy primarily as a way to build cash value that could serve as a non-market-correlated asset I could use to help invest down the road.

Then life happened.

Time flies, and all of a sudden, you have a wife and two little boys. Priorities change real fast.

I never want to think about not being around for my family. But if that day ever comes, I rest a little easier knowing that money won’t be something they have to worry about on top of losing someone they love.

Because the reality is, life insurance isn’t really about you.

It’s about making sure the people you leave behind have one less thing to worry about.

And if I’m going to leave this world, I’d at least like to make sure my family knows I planned ahead…

08/27/2026

Harvest 2026!

08/24/2026

🎉 Congratulations to Isaac Paaverud on passing the Securities Industry Essentials (SIE) Exam! 🎉

This is an exciting milestone and a testament to Isaac's dedication, discipline, and commitment to growing his knowledge in the financial services industry.

Since joining the Elevate Financial team, Isaac has embraced every opportunity to learn and develop his skills. Passing the SIE Exam is an important step in his professional journey, and we're excited to see what comes next.

We're proud to have Isaac on our team and look forward to watching him continue to grow as he helps serve our clients and community.

Please join us in congratulating Isaac on this well-earned accomplishment! 👏

08/20/2026

Harvest season is upon us. Thank you, Farmers!

Best of luck to our farmers this harvest season!

08/18/2026

Before the backpacks are packed and the school bells ring, take a moment to check in on your family's financial goals.

Back-to-school season is a reminder that planning ahead makes all the difference—not just for the school year, but for your financial future too.

Whether you're saving for college, reviewing your budget after summer spending, or making sure your family's financial plan is on track, now is a great time to get organized.

At Financial , we're here to help you prepare for whatever comes next—this school year and beyond.

📚 Here's to a successful, safe, and exciting school year for all the students, teachers, and families in our community!

08/11/2026

A big thank you to everyone who joined our Succession Transition Planning webinar!

Planning for the future of a farm or business is about more than passing along assets— it's about protecting relationships, preserving your legacy, and creating a clear path for the next generation.

We appreciate everyone who took the time to learn more about topics like:

🌾 Farm and business succession strategies
🚜 Equipment transfer considerations
📋 Estate and tax planning opportunities
🤝 How proactive planning can help reduce family conflict

If you weren't able to attend, it's not too late to start the conversation. Whether you're beginning to think about transitioning your operation or you're ready to put a plan in place, we're here to help.

Reach out to schedule a one-on-one conversation with our team and take the next step toward protecting what you've worked so hard to build.

08/04/2026

What a hoot! 🐎🎩

This past Saturday, the team had the pleasure of hosting clients and friends for an unforgettable Derby Day at the North Dakota Horse Park!

From stylish hats and exciting races to great conversations and plenty of laughs, it was a fantastic day spent celebrating with the people who make what we do so rewarding.

Thank you to everyone who joined us—we loved sharing the experience with you and look forward to making even more memories together in the future.
Until next year's Derby Day... 🏇

07/31/2026

07/29/2026

🌾 YOUR FARM. YOUR FAMILY. YOUR LEGACY.

What happens to the farm when you’re ready to retire?

If you’re a farmer within 10 years of retirement, now is the time to start asking the tough questions:

Passing equipment to your heirs?
There could be tax implications you haven’t considered.

Have multiple heirs?
“Equal” doesn’t always mean “fair” — especially when some want to farm and others don’t.

Have a plan for the future?
Without one, important decisions can become complicated—and costly—for your family.

Don’t wait until it’s too late to start the conversation.
Join Elevate Financial for a 60-minute, NO-COST webinar on Succession & Transition Planning for Farmers.

REGISTER TODAY: Elevatewebinar.net
Or scan the QR code to reserve your spot.

Your farm is more than land and equipment. It’s a legacy. Make a plan to protect it. 🌾

07/28/2026

Equipment Transfer is one of the biggest and first questions we get asked about, let us help you determine what fits best for your legacy.

Learn how to transfer your equipment! More