Emerging Advisor

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5200 W 94th Ter
Overland Park, KS 66207
+1 (385) 296-1484
https://emerging-advisor.com

Emerging Advisor, founded in 2014 by Sean P. Lee and Scott M. Dougan, addresses the gap in unbiased retirement planning education for aspiring retirees, who often face aggressive marketing tactics rather than genuine guidance. With a mission to provide a safe space for retirees to learn essential ingredients for a successful retirement, they developed the Retirement Elevated program, which has been continually tested and refined through their own Elevated Retirement Group practice.

The firm emphasizes fact-based research and proven strategies to assist retirees in making informed decisions about their life savings. By leveraging their extensive experience as successful advisors, Lee and Dougan aim to enhance time, profit, and overall freedom for both their clients and fellow advisors.

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United States›Kansas›Overland Park›Emerging Advisor