Comprehensive Retirement Planning for a Confident Future
Elevate Wealth, Inc is a dedicated financial services agency focused on providing comprehensive retirement planning solutions. We help you navigate your financial future with confidence and clarity.
20+
Years of Experience
500+
Clients Served
$2B+
Assets Managed
About Elevate Wealth, Inc.
Our Mission & Values
Elevate Wealth, Inc. is a dedicated financial services agency focused on providing comprehensive retirement planning solutions. We are committed to helping our clients navigate their financial futures with confidence and clarity.
Our core values revolve around client education, personalized service, and empowering individuals to make informed decisions about their retirement accounts. We believe that everyone deserves access to quality financial guidance tailored to their unique circumstances.
Transparency and honesty in all client interactions
Customized strategies aligned with individual goals
Ongoing support and education throughout retirement
Long-term relationship building based on trust
Our Leadership Team
Erica Dobbins
Founder & Licensed Retirement Specialist
Leads the vision and strategic direction of Elevate Wealth, Inc., dedicated to providing comprehensive retirement planning solutions.
Meghan Alexandria Blankenship
Co-Founder & Licensed Retirement Strategist
Works alongside our leadership to ensure every client receives personalized, expert financial guidance tailored to their unique retirement goals.
Our Services
We offer comprehensive retirement planning services tailored to your unique financial goals and circumstances.
Retirement Savings Plans
Optimize your 401(k), IRA, Roth IRA, and other retirement accounts to ensure you're maximizing your savings potential and tax efficiency.
Learn More →Financial Consultations
One-on-one consultations with our financial experts to address your specific questions and create a customized retirement plan.
Learn More →Upcoming Webinars
Join us for educational webinars on retirement planning, tax efficiency, and financial wellness. Expand your knowledge with our expert advisors.
Federal Employees - How to optimize your FERS retirement benefits
Learn strategies specifically designed for federal employees to optimize your FERS retirement benefits and maximize your retirement income.
403b or 457b Retirement Account holders. Want to know how to eliminate taxes and fees from your retirement income?
Join us to learn strategies for 403b and 457b account holders on how to minimize taxes and fees while maximizing your retirement income.
No Employer Plan? Let's Elevate Your Retirement Wealth
Not offered a retirement plan with your employer? There are still options available to you so that you can begin to ELEVATE your RETIREMENT WEALTH.
Schedule a Consultation
Book an appointment with one of our financial advisors to discuss your retirement planning needs and create a personalized strategy for your financial future.
Book Your Free Initial Consultation
Our scheduling system allows you to easily book consultations or appointments with our financial advisors. During your initial consultation, we'll learn about your retirement goals, assess your current financial situation, and discuss how we can help you achieve a secure and fulfilling retirement.
Duration
60 Minutes
Cost
Free
Format
In-Person or Virtual
Our calendar scheduling system will open shortly. You can also contact us directly at:
(561) 676-7008or
(850) 661-3151or
INFO@elevateretirementwealth.orgAvailable Monday - Friday, 9:00 AM - 5:00 PM EST
Frequently Asked Questions
Find answers to common questions about retirement planning and our services. Can't find what you're looking for? Contact us directly.
Still have questions?
Our team is here to help. Reach out to us anytime for personalized guidance.
Contact UsWhat Our Clients Say
Hear from satisfied clients who have achieved their retirement goals with our guidance and support.
"Elevateretirementwealth.org has been instrumental in helping me understand my retirement options. Their team took the time to explain complex concepts and tailored a plan that fits my lifestyle goals perfectly."
Robert & Karen D.
Retired 2023
"I was overwhelmed about my financial future, but the team at Elevateretirementwealth.org turned my anxiety into confidence. They created a comprehensive plan and continue to provide excellent support."
Michelle T.
Marketing Director
"The personalized attention and transparent advice I received exceeded my expectations. I now have a clear roadmap for retirement and sleep better at night knowing I'm on track."
James L.
Business Owner
"Their expertise in tax-efficient retirement strategies has saved me significant money. I highly recommend anyone approaching retirement to consult with their team."
Patricia H.
Retired Teacher
"Working with Elevateretirementwealth.org was seamless. From the intake form to ongoing quarterly reviews, every step was well-organized and professional."
David & Ann S.
Retired 2022
"I appreciated their focus on education. They didn't just give me advice; they helped me understand the 'why' behind their recommendations. Highly professional team."
Thomas M.
Software Engineer