Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options. He does this through comprehensive retirement planning classes at local colleges as well as one on one conversations with clients.

Casey focuses on retirement planning and employs methods to lower tax liabilities, minimize market risk, plan for long term care, and provide a consistent income stream during retirement. He strives to understand his clients wants and needs to ensure that their roadmap for retirement is clear and concise.

If Casey isn’t working, he is with his wife of 12 years. He spends his free time working on car and motorcycle projects or with friends and family.

Stephen Bene is a wealth advisor and retirement income planning specialist at OneTeam Financial. His mission is to educate clients on personal financial, retirement and tax planning strategies and provide them with sound, independent and unbiased advice.

Stephen provides customized strategies to help solve clients’ financial concerns. By analyzing financial and personal circumstances, he is able to help increase income and reduce gaps in the areas of tax planning, investments, insurance and estate planning. He also has experience with strategies on how to reduce taxes on your retirement income without reducing your lifestyle.

Stephen believes he has the professional, moral and ethical responsibility to be transparent with clients during every step of the financial processes. His goal is to share his knowledge of comprehensive financial and retirement planning strategies to help individuals, families and business owners have clarity and confidence in building and maintaining their financial wellbeing.

As the son of two dedicated and passionate math teachers, Stephen learned at an early age that education is fundamental. His desire to help and his education-based approach with clients is a direct result of the values his parents taught him and encouraged throughout his upbringing. To validate his commitment to furthering his education and competency in the advice he provides, Stephen has earned multiple certifications, designations and licenses.

A frequent speaker at professional events and workshops, Stephen brings experience and simplicity to vital and complex topics impacting retirement and tax planning strategies. As the Director of the Spring Lake Chapter of the American Financial Education Alliance (AEFA), he continuously informs and educates adults within our communities about financial matters.

Robert is a Certified Financial Fiduciary, (CFF), is insurance licensed and has worked in financial services for over 15 years. Using cutting edge technology, he helps his clients maximize their growth and income while defending their portfolios against market downturns. Robert is a 5th generation Washingtonian and when he’s not serving clients, he enjoys spending quality time with his family, friends, golfing and travel.

Doug is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Financial Fiduciary, with over 30 years of experience in financial and retirement planning. He specializes in tax management as well as preserving income, while still trying to grow investments within his clients’ risk tolerance.

To summarize, Doug’s goal is to guide his clients to lower their tax bills, while possibly eliminating taxes on their Social Security, increase their fixed monthly income, and their investment assets. Having all these strategies working together efficiently may provide a more successful and enjoyable retirement.

Doug is licensed as a Series 7 and 63 Registered Representative. He is an Investment Advisor Representative with Everest Financial Group, LLC. Doug is Life, Accident and Health Certified. He is knowledgeable with general insurance concepts, insurance policies, provisions, and major tax considerations. Doug is also a Master Elite Advisor with Ed Slott’s Elite IRA Advisor Group. He trains with Ed Slott and his team of IRA Experts on a continuous basis.

Doug has access to a vast network of qualified experts in addition to his own extensive knowledge. He aims to be a resource for the many financial decisions his clients need to make.

Bill Duggan has been helping families manage their financial lives since 1988.

Bill and his wife Charlotte have four adult children and three grandchildren and live in Almont, MI.

Bill is Host of The Safe Money Radio Show which can be heard Saturdays from 10 am to 11 am on WDTK 1400 AM and 101.5 FM The Patriot, Detroit.  You can livestream the show on the station website or on iHeart Radio.

One of the main things Bill enjoys about being a financial advisor is helping families with retirement planning and being able to see families that he helped 15, 20 or more years ago plan for their retirements, now enjoying their retirements, in part because of the planning they did together with Bill.

Bill serves or has served over the years with organizations including The Salvation Army, Four County Community Foundation in Almont, MI and Community Bible Study.

Bill is a Director (Elder) for his church and serves as an altar prayer leader and usher.

Bill enjoys studying the Living Word of God and spreading the gospel.

During his free time Bill enjoys riding his bike, fishing and hunting.

A graduate of Bentley University Anthony earned a B.S. in finance in 1994. Anthony began his financial career in 1994 with State Street Bank. He then accepted a position with Morgan Stanley in 1997 when it was still Dean Witter.  Anthony then joined UBS Financial Services in 2007. In 2018 Anthony Co-Founded The Northeast Investment Group with his Partner Jeffrey Boudjouk. Anthony is an avid fisherman and beach-goer, Anthony is also a member of Bradley Hospital's Foundation Board of Trustees, Chairman of The Providence Rotary Club Foundation and a member of the Aurora Civic Associaion. Anthony's passion is helping those in need whether it be in his personal or professional life.

Bobby brings over 40 years of insurance experience and knowledge to his clients. He is a Certified Financial Fiduciary, currently licensed for sales and marketing in health, life insurance, and annuities. His responsibilities have included: Marketing and sales to both individuals and groups; Working with multiple decision makers at various levels to secure accounts; Performing dual role functions of business to business as well as business to consumer sales. In the most recent 20 years, managing and growing his existing client base with a concentration in retirement income.

Bobby grew up in the Southeast and attended Florida State University with a major in marketing in 1982. He is married, has three grown children and four grandchildren. He loves the outdoors and is active in the local community as well as being a Master Mason.

The Rouse Group, Inc, assists investors in multiple states aged 45+ to preserve their capital, increase their income and more profitably organize their investments. People who consult Bobby find that they lower their tax bills by as much as 30%, eliminate taxes on their social security income, and obtain better protection for their financial future. The Rouse Group, Inc. works only with "safe" money strategies that are never subject to market loss!

Sheila Madrigal is a financial advisor and investment assistant at Kaizen Wealth Management Group. Sheila has over 30 years of experience in the financial industry, including an extensive banking background.

She strives to help clients achieve their financial and retirement goals, and she will go above and beyond to assist them in their needs. Sheila is truly gifted at building trust, which is extremely important to her.

Sheila loves music, photography, and pampering her three pug dogs.

Sheila’s experience and dedication to her clients makes her a valuable addition to the Kaizen Wealth Management Group team in Glendale, Arizona.

Casey Marx is the founder of Crown Haven Wealth Advisors based in Carmel, IN, and holds the designation of Retirement Income Certified Professional (RICP), has been a nationally recognized TOP Advisor from 2011 - 2022, and was named one of America’s Financial Leaders by Forbes. He and his financial planning firm assist people in the Hoosier state and across the nation in achieving their financial goals. Casey and his team help their clients spend less time worrying about their money and spend more time enjoying their lives.Casey understands the need for proper financial stability; after his father’s untimely passing when he was only 15 years old. Shortly after, he witnessed firsthand the effects a market downturn can have on a family. More than half of his mother’s life savings were lost because of careless financial planning by a large commercial firm.Because of that experience, Casey dedicated his professional career to preserving, protecting, and safe growth of their financial assets. His goal is to preserve bright futures for clients and their families. For years, he has helped his clients safeguard millions of dollars in retirement assets. Casey and Crown Haven Wealth Advisors offer their proprietary RetireSHIELD,  custom crafted retirement planning techniques tailored to each individual’s personal and unique financial needs.