Scott M. Dougan, RFC, Investment Adviser

Scott M. Dougan, RFC, Investment Adviser

President & Founder, Elevated Retirement Group

Scott M. Dougan is the president and founder of Elevated Retirement Group. His primary focus is on retirement planning, wealth preservation and estate planning, and he has helped hundreds of clients prepare for retirement through his proprietary planning process. Dougan is a Registered Financial Consultant, an Investment Adviser Representative and a licensed insurance agent. He and his wife, Jennifer, reside in Prairie Village, Kansas.

Phone: 913.393.4724
E-mail: info@erg-kc.com
Website: www.ElevateMyRetirement.com

COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth
Roth IRAs

COVID-19 Adds Even More Incentive to Future-Proof Your Retirement with a Roth

Considering the stimulus spending going on, tax rates this low aren’t likely to last, so take advantage now.
August 16, 2020
'Golden Decade' Offers Golden Opportunity to Get Taxes Under Control
retirement

'Golden Decade' Offers Golden Opportunity to Get Taxes Under Control

If you are between the ages of 60 and 70, the time could be right to pump some money out of big, fat 401(k)s and traditional IRAs into tax-free Roth a…
November 8, 2018
Lack of Financial Information Is No Longer the Problem. Knowing How to Process It Is.
retirement

Lack of Financial Information Is No Longer the Problem. Knowing How to Process It Is.

The key to good financial decisions is knowing how to sort through the flood of information out there. How do you do that? Ask the right questions. Sp…
May 31, 2018
C.A.N. You Handle It? Dialing in Your Investment Risk
retirement

C.A.N. You Handle It? Dialing in Your Investment Risk

Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing an appr…
November 24, 2017
You’re Just 5 Steps Away from Achieving Your Ideal Retirement
retirement

You’re Just 5 Steps Away from Achieving Your Ideal Retirement

First off, do the math to find out if you have enough saved to actually retire.
October 11, 2017
Death of ‘Stretch’ IRAs Would Mean Loss of Flexibility for Beneficiaries
Cropped shot of a man placing a white rose on a grave
retirement

Death of ‘Stretch’ IRAs Would Mean Loss of Flexibility for Beneficiaries

If part of your estate plan is to leave a hefty IRA to your children or anyone else other than your spouse, you may want to start thinking about backu…
August 4, 2017
5 Financial Roadblocks to a Secure Retirement
retirement

5 Financial Roadblocks to a Secure Retirement

Preparing yourself for these potential pitfalls can help ensure that you're able to afford the life you want after you retire.
October 4, 2016