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FIREPROOFING YOUR RETIREMENT

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CASEY ELKINS

Managing Partner & Certified Financial Fiduciary

Casey Elkins has always been about finding a way. He understands what it is like to rely on the experts only to have their expertise fall short. When his wife was first diagnosed with a chronic disease, he naturally depended on the expertise of insurance companies to help determine what medical plan would be best to cover her treatment but found that the answers they provided were conflicting, incomplete, and they used jargon that was confusing and hard to understand. In turn, Casey himself did the legwork of finding what plan would cover the proper medication and specialists to treat his wife. In his own career, there was little guidance on 401k plans; Casey was frustrated by the lack of direction and how those that were supposed to help passed the buck and didn’t take the planning for their clients’ futures seriously. In time, Casey was able to get to the bottom of it and find solutions for himself and in turn proved to be a valuable source for his workmates. With a passion for helping people and a natural aptitude for financial philosophies, a new practice evolved.

Leading his team with integrity, Casey has made it his goal to simplify financial solutions for his clients. He understands the importance of preserving your hard-earned assets and wants to help you grow those assets for the future. Casey has taken life’s hardships and turned them into a practice driven to make the most positive impact on his clients.

As an independent practice, Casey provides client-centric planning, creating a “boutique” of personalized plans for the everyday American. As a Certified Financial Fiduciary, Casey is dedicated to putting his clients at the core of his business, with no corporate agenda. He strives to untangle financial principles into simplified language for his clients.

CASEY ELKINS

MANAGING PARTNER & CERTIFIED FINANCIAL FIDUCIARY

MARK STIMPSON

Managing Partner & Certified Financial Fiduciary

Mark Stimpson is managing partner of Elevated Financial Management & President of Mark Stimpson and Associates Inc. of Federal Way, WA. For nearly 40 years Mark’s mission has been to bring Clarity, Confidence, & Independence to the retirement planning process.

Since 1979 Mark has specialized in Tax & Income planning along with reducing market risk, minimizing tax liabilities and protecting assets from the ravaging effects of unexpected long term care expenses.

Mark is a Certified Financial Fiduciary & holds a Series 65 Securities License as an Investment Advisor Representative. Mark is a nationally certified Social Security Advisor (NSSA) that teaches both Social Security & Income Planning at 2 local community colleges. Mark is also a Certified Senior Advisor (CSA). Mark teaches financial education through human resource departments & the Heartland Institute of Financial Education.

Mark is father to 3 wonderful children & 2 grandsons. Mark loves to cook, play golf & really enjoys spending quality time with friends but especially with his beautiful wife of 42 years.

MARK STIMPSON

MANAGING PARTNER & CERTIFIED FINANCIAL FIDUCIARY

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.