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980.949.6011

Ready to get smart
about your investments?
LET'S TALK.

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What you can expect

  • Discover

    Imagine what your ideal retirement looks like and explore what’s important to you.

  • Evaluate

    Examine your current situation and determine your retirement income needs.

  • Plan

    Help develop a custom strategy so that you can take steps toward meeting your retirement income goals.

Call us: 980.949.6011

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Meet the Team

tommy-alvis

Tommy Alvis

Chief Compliance Officer & Investment Advisor Representative
robert-lamm

Robert Lamm

Investment Advisor Representative

Does your portfolio support your retirement goals? Find out.

Call us: 980.949.6011

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980.949.6011 | myteam@elevatedft.com

North Carolina Office

8832 Blakeney Professional Drive, Suite 301
Charlotte, NC 28277

Michigan Office

8323 Office Park Drive, Suite C
Grand Blanc, MI 48439

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Elevated Performance Investment Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Elevated Performance Investment Group, LLC a Registered Investment Advisor. Insurance products are offered through Elevated Financial & Tax, LLC, an affiliated company.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of North Carolina or Michigan or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

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