Sean P. Lee, MSFS
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 articles by Sean P. Lee, MSFS
Plot a Smoother Retirement Journey with a Written Income Plan
Financial Planning Solving the retirement puzzle can require using investments for liquidity and growth, insurance products for income and principal protection and possibly alternative investments for diversification. That requires a plan.
10 Questions to Ask Your First, Next or (Maybe?) Last Financial Adviser
Financial Planning When it comes to your financial future, you can’t afford to settle. So get nosy. Question No. 1: Are you a fiduciary?
By Sean P. Lee, MSFS PublishedFinancial Planning
Ready for Stock Market Risk? Go Back to Basics to Find Out
Investor Psychology If the market’s record-setting run has you a bit nervous, it’s time to get real about risk.
By Sean P. Lee, MSFS PublishedInvestor Psychology
Creative Tax Strategies Can Stretch Your Nest Egg Years Longer
retirement How you tap into your retirement accounts could mean a world of difference. Sometimes going against popular thinking pays off.
By Sean P. Lee, MSFS Publishedretirement