Page 2 - Spring 2022
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On Life’s Winding Road
Navigating your finances through each phase of life requires more than just a plan. It requires a partner. Through life’s ups and downs, our team is here to add insight, offer reassurance, and amend your plan so you can reach your ideal future.
Continue career
Start a company
Switch to consulting
Have kids
Send kids to college
Global recession
Retire
Stay home with kids
Stay the course
Request a Consultation
Take care of dad
Add to elevate-wealth.com/fcaomntialyct/
706-353-2728
Elevate Wealth Advisory is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Elevate Wealth Advisory’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request.
PAGE 2 | OCONEE THE MAGAZINE | SPRING 2022
