Elevate Financial Planning

At Elevate Financial Planning, our mission is to provide accessible, fee-only financial advice and tax planning to individuals of all stages of life and net worth. We believe that everyone deserves high-quality financial guidance, regardless of their financial situation. Our commitment to being a fiduciary means that our only loyalty is to our clients, not to any brokerage firm or mutual fund company. This means that we work on a fee-only basis and do not accept commissions or any kind of payment other than a flat fee for our services.

Our Services

We offer a range of financial planning services that cater to your unique needs and goals. Whether you're looking for help with retirement planning, investment advice, tax planning, or planning for early retirement, we're here to help. Our services include:

• Retirement planning and projections
• Investment advice and portfolio design
• Tax efficient investing, tax planning, and tax preparation
• College planning
• Getting out of debt/budgeting
• Risk analysis (insurance) planning
• Planning for early retirement, and second opinions

Fee-Only and Fiduciary

As a fee-only and fiduciary financial planner, we do not sell financial products and do not accept commissions. Our only interest is in providing expert advice and guidance to help you achieve your financial goals. We believe that this is the most objective way to provide financial advice and we are committed to eliminating potential conflicts of interest.

About Our Founder

John Bush, CFP, EA, MBA is the founder of Elevate Financial Planning. With a background in science and finance, John has a passion for problem-solving, process improvement, and teaching. He is committed to lifelong learning and self-improvement and is dedicated to providing exceptional financial and tax planning services to his clients.

Our Team

Our team is dedicated to providing personalized service and expert advice to help you achieve your financial goals. We believe that financial planning should be accessible and affordable to everyone, regardless of their financial situation.

Get in Touch

If you're looking for a fee-only, fiduciary financial planner, we'd love to hear from you. Contact us today to schedule a complimentary Get Acquainted meeting and learn more about how we can help you achieve your financial goals.