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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.

Latest Features

Building Wealth
July 2017

10 Questions to Ask Your First, Next or (Maybe?) Last Financial Adviser

When it comes to your financial future, you can’t afford to settle. So get nosy. Question No. 1: Are you a fiduciary?

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Building Wealth
July 2017

Ready for Stock Market Risk? Go Back to Basics to Find Out

If the market’s record-setting run has you a bit nervous, it’s time to get real about risk.

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Building Wealth
April 2017

Creative Tax Strategies Can Stretch Your Nest Egg Years Longer

How you tap into your retirement accounts could mean a world of difference. Sometimes going against popular thinking pays off.

See More From: Building Wealth