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President and Founder,
Elevated Retirement Group
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.
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.
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