Elevate Wealth Management

Home
United States
Tucson, AZ
Elevate Wealth Management

Elevate Wealth Management can help take the mystery out of preparing for today and tomorrow.

08/08/2024

When we read stories that make us smile, we like to share them with our network! 😊

Imagine walking your dog and stumbling upon a piece of history. That's exactly what happened to 12-year-old Rowan Brannan and his mother, Amanda, in Sussex, England. What Amanda initially dismissed as just some old strapping turned out to be a golden treasure from the first century AD!

Rowan's adventurous spirit and curiosity led him to discover something truly extraordinary — a 2,000-year-old gold band, proving that sometimes, the most remarkable treasures are just beneath our feet.

Read the full story using this link: https://www.goodnewsnetwork.org/boy-finds-rare-gold-roman-bracelet-in-a-field-where-it-was-lying-for-2000-years/

06/14/2024

Important reminder for all the parents and caregivers in our network: the deadline to file your child's FAFSA for the 2024-2025 academic year is just around the corner. Make sure to submit applications by June 30, 2024!

As a reminder, the form has been updated this year, making the financial aid application process much easier. 🎉

Have any questions or need assistance with your FAFSA application? Feel free to reach out. We’re happy to be a resource.

06/10/2024

Happy Pride Month! 🌈 This month is a powerful reminder of our continued journey toward a world where everyone can live authentically and free from discrimination.

Join us this month (and every month!) in embracing the beauty of diversity, honoring the brave individuals who have fought for LGBTQ+ rights, and reaffirming our commitment to equal opportunities for all.

Wishing everyone a safe and joyful Pride! 🏳️‍🌈

06/07/2024

What happens to pets in the case of divorce or the death of an owner?

Through estate plans, owners are able to ensure the needs of their pets are met, even if something happens to them.

When considering estate planning for pets, essential factors include:

🐾 Identifying unique care needs and the desired living arrangement for each pet.
🐾 Allocating financial resources for their care.
🐾Selecting responsible individuals for daily care and financial oversight.

Failure to plan can leave pets at risk of not receiving proper care or even euthanization. To mitigate such outcomes, establishing a pet trust can provide a structured solution, offering peace of mind that your pets will receive the care and protection they deserve in your absence.

Want more information? Reach out to our team — we are here to help.

06/03/2024

Given that June is Annuity Awareness Month, we thought now would be a great time to share an overview of this investment type, which has grown in popularity in recent years.

Swipe for more information ➡️ Have questions? Reach out to us — we’re here to answer your questions.

05/27/2024

🇺🇸 This Memorial Day, our office will be closed as we pay our respects to the brave men and women who made the ultimate sacrifice for our freedoms. We invite you to join us in this important and solemn remembrance.

Should questions or needs arise while we are out office, our team will address them when we resume regular business hours on Tuesday, May 28.

05/24/2024

Feeling sticker shock from online retirement calculators? We have good news: A thoughtful financial plan can put you on the right path, eliminate stress, and let you enjoy life while your money grows behind the scenes.

Here’s a general guide of recommended retirement savings by age:

By 30 - Save an amount equal to your annual salary.
By 40 - Aim for three times your annual salary.
By 50 - Have six times your salary saved.
By 60 - Have eight times your annual earnings saved.
By 67 - Target ten times your annual salary in savings.

Remember, everyone's journey is unique! If you're feeling behind or just want to chat about your financial plan, reach out. There's always a way to achieve financial security.

05/20/2024

As we journey through May, let's take a moment to reflect on the extraordinary events that have shaped our world. From groundbreaking achievements in space exploration and aviation to architectural marvels, May has been a witness to some of the most incredible milestones in human history.

🚀 May 5: On this day in 1962, Alan Shepard made history as the first American to journey into space. A monumental leap for space exploration!

🌍May 20: On this day in 1932, Amelia Earhart flew solo across the Atlantic, becoming the first female aviator to ever do so.

🌉 May 27: In 1937, 200,000 people celebrated the opening of the Golden Gate Bridge. A landmark day for an iconic bridge.

Did any of these surprise you? Let us know in the comments!

05/17/2024

We came across a heartwarming story today on GoodNewsNetwork.com that we had to share with you!

Nearly 60 years ago, a woman named Angela Davidson began her journey in animal sciences at university. As one of only six women in her class, her dreams were paused when she started her family.

Fast forward to December 2023: Angela, now a grandmother, proudly walked across the stage at the University of Liverpool, finally claiming her well-deserved bachelor’s degree in animal sciences with honors.

In the 1960s, Angela was part of a tiny group of pioneering women in her field. Her return to academia is not just a personal victory, but a testament to changing times. Today, 80% of the university's veterinary students are women!

Angela's story is a powerful reminder that it's never too late to chase your dreams.

Read Angela’s full story here: https://www.goodnewsnetwork.org/grandmother-graduates-60-years-after-she-began-college-and-they-planned-a-moving-tribute-for-her-watch/

03/31/2024

From our families to yours, we wish each of you a fantastic Easter weekend filled with joy, reflection, and precious moments with loved ones. 🌷 However you celebrate, may it be a time of rest and happiness.

Hoppy Easter!

03/25/2024

📢 401(k)s get a lot of attention, but for many Americans—especially government workers—pensions will power their retirement future 💪

With that in mind, we're sharing below a couple of tips for people with pensions.

💸Start early - The sooner you begin saving for retirement, the more time your money has to grow. Don't delay; set aside a portion of your income for your pension today!

💸Stay informed - Keep up with changes in pension regulations, investment options, and retirement planning strategies. Knowledge is power, and being aware of your pension options will help you make informed decisions for a secure future.

The overall message for pensions? As with all retirement planning, be an active participant in planning your financial future.

For specifics on pensions and other retirement vehicles, reach out—that’s what we’re here for!

03/22/2024

We just came across a story of this 104-year-old woman who set out to become the world's oldest skydiver, and we wanted to share it with all of you as a reminder that age is just a number! 🪂 This fearless woman proves that it's never too late to chase your dreams and embrace thrilling adventures.

Read the full story on today.com/news/good-news 🥰

Do you have something exciting that you’re celebrating this week? Let us know in the comments!

Address

1 South Church Avenue Suite 2130
Tucson, AZ
85701

Opening Hours

8am - 5pm

Telephone

+15204675016

Website

https://www.elevatewealthmanagers.com/

Alerts

Be the first to know and let us send you an email when Elevate Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Finance Company in Tucson?