A Plan for That

After all of your long days in the office, warehouse or field, there are no guarantees your enterprise will succeed. What if none of your kids want to take over the business? Or all of them do? Do you have a plan for that?

We do. Elevate Financial can make sure your legacy continues by tailoring a plan for retirement, succession, wealth transfer, taxation and investment that addresses the issues you care about most.

First & Foremost

Francis of Assisi said, “Start by doing what is necessary, then what is possible, and suddenly you are doing the impossible."

We couldn’t agree more. Elevate Financial can help small businesses of all types start small, grow big and protect their assets generation after generation.

Accustomed to Custom

Conventional thinking assumes financial advisors want business owners to diversify their asset portfolio to mitigate risk.

Unconventional thinking starts with the premise that business owners often choose to strike while the iron is hot and will expand and acquire additional assets when they see the opportunity to leverage them in pursuit of long-term success.

This bold approach carries risk which makes understanding your risk tolerance essential. Elevate Financial is here to help you navigate both with clarity and efficiency.

Expertly Qualified

Whether you’re a high-tech titan, a bustling local developer or work some of the richest farmland in the world, we’ve got you covered:

Owner/Founder Alex Vasichek was named a Forbes 2024 Best-InState Financial Security Professional*. The nationally recognized award is based on both quantitative and qualitative measures, such as best practices, compliance records, and years of service.

Elevate Financial is also honored to be one of only 6 Agricultural Focused Financial Planners in the Fargo region and entire Upper Midwest. Vasichek, focuses on the well being of farm estates and other small businesses. For more than a decade he has been certified in the areas of Succession Coordinator and Financial Advisor requiring rigorous FINRA training in:

Income Strategies
Legacy
Communications
Agricultural Economics Concepts
Farming, Family, and Operations
Land and Leverage

_{*Award is based on Forbes / SHOOK Research:}
_{https://www.forbes.com/sites/rjshook/2022/07/28/methodology-americas-top-financial-security-professionals-2022/}
_{https://www.shookresearch.com/a-methodology.html}

A Plan for That

First & Foremost

Accustomed to Custom

Expertly Qualified

Retirement

Taxes

Succession

Insurance

Estate Planning