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Sean P. Lee, MSFS

President and Founder, Elevated Retirement Group

Phone: 801.639.0095
E-mail: askelevated@elevatedcapadv.com
www.ElevateMyRetirement.com

Sean P. Lee, MSFS, is the president and founder of Elevated Retirement Group in Murray, Utah. He is an Investment Adviser Representative, held to the fiduciary standard when making investment recommendations, and a licensed life and health insurance professional. Lee holds a master's degree in financial services from the Institute of Business and Finance and a bachelor's degree in finance from Westminster College. He has been featured on television and in several print publications.

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Creative Tax Strategies Can Stretch Your Nest Egg Years Longer

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