Where is Your Money Taking You?

Are You Making the Right Investments to Beat Soaring Inflation?

Inflation rates are soaring, and it’s a concern that’s hard to ignore. The cost of living is on the rise, eroding the value of our hard-earned money. But, here’s the

Solving the Uncomfortable Enigma of Retirement: Transferring Financial Control

Making decisions about when and how to hand over control of your money during retirement can be daunting. It requires self-awareness and trust in others to make important choices on

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Understanding Matching Contributions

Receiving matching contributions to your retirement plan from an employer is one of an employee’s best benefits for making the most out of their 401(k) plan. In addition, maximizing matched

Jesse Maltzman

Jesse Maltzman is a Certified Financial Planner™(CFP®) and Chartered Financial Consultant®(ChFC®) located in Westchester County, New York. Jesse has been advising successful professionals and business owners on securing their families’

Rick Sandberg

A 44-year resident of Washington, Rick was born in New York and currently resides in Tacoma with his wife Danielle and three sons Dylan, Gavin, Jax, and stepdaughter Jaidin. As

Mark Stimpson

Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based