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Legacy Transition Services

Loosing a loved one is extremely tough. Whether it’s a spouse, parent(s), friend, or
close relative the initial shock is overwhelming. As time passes, the affairs that need handling
accumulate, which can even make things even more difficult.

We are all too familiar with these feelings at Elevated Wealth Advisory as our owner lost his father to an untimely death in 2021.
We want to be your partner and trusted advisor during this difficult time. From acquiring death
certificates, to filling out beneficiary paperwork, we will help wherever/ whenever we can.
We are here to help put together a financial plan that gives you time to properly
grieve and answer any questions you may have when dealing with a loved ones investment portfolios.

What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. This is ideal for anyone receiving a large inheritance. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.