Elevated Retirement Financial Services
Investment Bank/Securities Brokerage - Madison, MS, US
Elevated Retirement Financial Services Employees
Elevated Retirement Financial Services Details
Vinicius Hiratuka is a fee-only financial advisor in Madison, MS. Elevated Retirement Financial Services provides comprehensive financial planning, retirement planning, and investment management to help people nearing retirement or already retired. As a fee-only, fiduciary, and independent financial advisor, Vinicius Hiratuka is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice. Elevated Retirement Financial Services charges a transparent and affordable fee only for the services it provides.We deal with all the details — from initial paperwork to setting up direct deposits to your checking account. Our services are divided into two main categories:Financial Guidance for making wise decisions:-Retirement spend-down planning-Social Security-Healthcare, Medicare, and Long-Term Care-Tax minimization strategies-Estate planning Investment Management of hard-earned retirement funds:-Create an investment plan-Guide transition of investments-Manage cash flow needs-Monitor and re-balance portfolio-Minimize taxes and costsOur Investment Philosophy:Instead of chasing hot stocks or timing the market, we focus on building a broadly diversified retirement portfolio that gives high confidence in achieving your goals without taking excessive or unnecessary risks.What you can expect:First, we meet with you to understand your values, goals, and most pressing questions. Then, we answer your questions in plain English and develop a roadmap for moving forward.Once we agree on a plan, we will guide you step-by-step to implement it. We will constantly monitor your portfolio, allowing you to focus on enjoying your retirement. We typically meet with clients at least once or twice per year for updates and adjustments, but we are available any time to discuss questions or concerns you may have.
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