Elevate Your Confidence with Money.
We Are Excited To Connect With You
At Elevate Financial, we are dedicated to helping you elevate your confidence with money and secure a prosperous future. We aim to assist you in establishing a strong foundation in personal finances, business finances, taxes, life insurance, long term care, and real estate services. Whether you’re embarking on your first savings and investment journey, striving to enhance profitability in your business, protect your loves ones from life’s unforeseen unfortunate events, managing a portfolio of rental properties, or seeking to optimize your tax strategies, we provide expert guidance and comprehensive financial services tailored to your unique individual and business needs. Explore our wide range of professional services, including financial planning, life insurance, tax return optimization, real estate buying and selling services, employee payroll administration, and life insurance and long-term care solutions. Learn more about our founder, Kevin A. Medina, CPA, MBA, REALTOR, and access valuable resources to support you on your financial journey.
Certified Team
We have a certified team ready to help with your personal finances, business finances, tax returns, real estate, life insurance, and long-term care. Our goal is to provide financial education, growth, protection, and a sense of security to millions of families worldwide. We assist our clients in budgeting, saving money, minimizing taxes, achieving retirement, funding their children’s education, building generational wealth, and protecting their assets to leave a legacy for their family.
Elite Collaborations
As noncaptive agents and independent brokers, we have partnerships with the most reputable, A+ rated, leading companies in diverse sectors for clients seeking options for life insurance, investing, payroll, tax preparation, and real estate sales and acquisitions. Operating under the World Financial Group and Transamerica umbrella, the largest financial broker-dealer in the country and recognized by Forbes as one of America’s Best Insurance Companies for 2024, our team ensures unparalleled service.
Our Affiliates
We collaborate with ADP and QuickBooks, Fortune’s #1 Most Admired Payroll Services Company and bookkeeping software. Additionally, we facilitate investments, insurance, and fixed indexed annuities for top-tier firms such as Vanguard, Fidelity, Athene, Nationwide, Pacific Life, Prudential, North American, over 200 other, serving clients across all 50 states. Moreover, we serve expatriate clients living abroad and foreign nonresidents.
Plus 200 More Companies
OUR SERVICES
Financial Services For Clients
TAKE ACTION ON YOUR FINANCIAL FUTURE
Offering Comprehensive Financial Services
A jack of all trades is a master of none, but oftentimes better than a master of one. Adopt a mindful and comprehensive approach to your finances. Life holds only two guarantees: death and taxes. Working with us, we’ll have both of them covered.
Our Happy Customers
BOOK APPOINTMENT
Book An Appointment To Explore Your Financial Solutions
CALL US ANY TIME :
561-756-3734
We Follow Simple Steps to Help You:
1.
Connect with a Financial Professional
Our first step is to understand your unique situation and objectives. Reach out to a dedicated expert to discuss your financial aspirations and concerns.
2.
Financial Needs Analysis
During this phase, we’ll conduct a thorough analysis of your financial situation to identify key opportunities and challenges.
3.
Plan & Implementation
Together, we’ll develop a strategic financial plan that aligns with your goals. Following your approval, we will implement the plan meticulously, setting the stage for financial growth and security.
Meet Our Team
Schedule an Appointment to Begin Your Journey
Our Team is very excited to help you grow and be more financially successful. Contact us today for a complimentary consultation.
Our Happy Clients
Our Active Members
Award Achievement
What Our Clients Are Saying About Elevate Financial
Kevin and his team’s personalized approach ensured that every aspect of my tax situation was meticulously analyzed and addressed, resulting in a tailored strategy that maximized my savings while remaining fully compliant with all regulations. Through their guidance, I’ve gained a deeper understanding of my financial landscape, allowing me to make more informed decisions with confidence on future returns for my personal business venture.
Sylvain Sahel, MBA & Georgina Sahel
REAL ESTATE AGENT & PROJECT MANAGER
Years ago I moved away from the H&R Block’s and TurboTaxes of the world as my income grew in order to enlist professional assistance in my tax and financial planning. I’ve been in sales and marketing my whole life and have networked with countless CPA’s, however I decided there was no better professional that I wanted to collaborate with other than Kevin Medina.
Kevin has been a key contributor to my financial literacy and has made sure to help fast track my family’s path to financial success. Young in age, yet seasoned with years of experience – Kevin goes above and beyond to ensure any question is answered in a timely manner and is easy to understand. He is a one of a kind human being who not only provides great advice, but he practices what he preaches.
I continue to work with Kevin and trust his advice. I would recommend his services to anyone seeking professional advice when it comes to taxes, financial planning, investments, real estate investments, and business entity formulation.
Evan Dezaldo
Entrepreneur
Kevin is professional yet approachable in his tax preparations. He always offered good guidance and I would highly recommend his services.
Monica & John Esposito
Family Medicine Physician
If you’re looking for the best CPA & Financial Professional around, you’ve found your guy! Kevin has done our taxes the last two years, and both times we’ve gone in expecting to owe money, and instead, he’s gotten us significant refunds! Kevin is very professional and works extremely fast. Not to mention, his professional services are incredibly affordable, which is just the icing on the cake! We even secured our tax-exempt life insurance policies through him. In summary, we’ll be sticking with Kevin year after year.
Ish & Nicole Green
Lawyer and Teacher
Your knowledge and expertise have been immensely helpful in starting our financial literacy journey. We look forward to our continued collaboration as our personal finances grow over the coming years.
Meredith & Adam Schwartz
Vetenarians
David & Caroline DeMesquita
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OUR LATEST ARTICLES
Financial Resource Blog & Insights
Our Financial Resource Blog is your go-to destination for insightful articles, tips, and resources to help you navigate the world of personal finances and taxes with confidence. Whether you’re looking for tax-saving strategies, life insurance, retirement planning advice, long term care, real estate, or investment insights and tips for managing your finances, our blog covers a wide range of topics to help you stay informed and make educated financial decisions. Check back regularly for new content, and empower yourself to achieve financial success with Elevate Financial.