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Do you know what roadblocks could detour your retirement?

This paper will help you navigate the bumps and turns in your retirement journey. It identifies and examines 5 of the biggest financial roadblocks that your retirement planning should address, whether you’re retired or will be soon:

In this Guide:

  • Longevity risk—outliving your savings
  • Replacement ratio risk—underestimating how much retirement income you'll need
  • Sequence of returns risk—poor market returns early in your retirement
  • Social Security risk—taking benefits at the wrong time
  • Inflation risk—ignoring how inflation will erode your savings

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Meet Scott Dougan

Founder of Global Plains Advisory Group, Scott Dougan, has dedicated over a decade of his life to educating and assisting retirees and pre-retirees of the Kansas City metro area on how to plan for and protect their financial future. An advocate for comprehensive financial and retirement planning, Scott ensures that all components of a client’s financial affairs work in collaboration, producing the best possible outcome.

He specializes in identifying potential loopholes of financial, accounting and estate plans, and detects where unnecessary monies are “falling through the cracks.” Scott instills in his clients and community a true understanding of the disadvantages of an unplanned retirement and the costly mistakes that could arise from lack of preparation and attention to detail.

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.

Scott Dougan
Founder | Global Plains Advisory Group

Meet Sean Lee

For thirteen years, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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Investment Advisory Services offered through Elevated Capital Advisors, LLC, a Registered Investment Adviser. Insurance products and services are offered through Elevated Financial Services, LLC.

Sean Lee
President and Founder | Elevated Retirement Group