Assets Elevated is a community of business owners, individuals, agents, and financial professionals that share a common goal of reaching and enhancing financial freedom. Assets Elevated has three main functions:
- To help you start, build, and grow your own Private Wealth System.
- Provide financial consulting, strategy, and other services to businesses and business owners.
- Serve as the hub for the community that uses the financial tools that we teach.
Assets Elevated is not a Securities Dealer, Underwriter, or Investment Advisor, though many in our community hold these titles. Assets Elevated holds a General Agency contract with OneAmerica and the OneAmerica family of companies – we use some OneAmerica products in our efforts to build the Private Wealth System.
We are a group of talented professionals that hold a wide variety of degrees and certifications. Many members have training in Economics, Finance, and Entrepreneurship. We are most proud of our “real world” experience, having been using and applying the Private Wealth concepts we teach for more than 10 years, and the financial concepts we teach for more than 20 years. Please visit us often for new resources, and join our newsletter here.
If you are interested in learning more about how we can help you, please contact us via our Contact tab.
If you would like to work with Assets Elevated, please contact us!
Regardless, we’re happy to have you in our community.