Financial Advising & Education | Life Insurance | Long Term Care | Tax Preparation | Funeral & Will Management
Your Trusted Professional Finance Company
INTRODUCTION ABOUT US
Introducing Our Licensed Financial Professionals
ELVT Financial is committed to empowering individuals and businesses by providing comprehensive financial solutions that promote long-term stability and success. Our mission is to enhance financial health for everyone through a range of tailored services designed to simplify money management and secure the future. We specialize in Life Insurance, Long-Term Care, Real Estate, Tax Preparation, and Funeral & Will Planning—ensuring our clients have the protection, guidance, and resources needed at every stage of life. Whether you’re planning for retirement, safeguarding your family’s future, or navigating real estate and tax complexities, ELVT Financial is here to provide expert support and personalized strategies to help you take control of your financial well-being with confidence.
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ABOUT THE OWNER
Meet Kevin Medina
With a passion for empowering individuals and families to achieve financial success, Kevin A. Medina founded Elevate Financial with the vision of providing comprehensive financial services to clients worldwide. As a licensed CPA, MBA, and Florida REALTOR, Kevin brings a wealth of expertise to his role as Founder & CEO, specializing in tax minimization, life insurance, real estate, and retirement planning. With a commitment to integrity, innovation, and excellence, Kevin and the Elevate Financial Team are dedicated to helping clients navigate the complexities of personal finances and taxes to achieve their short and long-term goals.
As a company, we want to provide financial education, protection, and a sense of security to millions of families across the world. We believe in the transformative power of financial education and think every family has a right to receive it. Our mission is to elevate the confidence of money to millions of families by offering comprehensive financial services. Our vision is to be the leading global provider of financial empowerment, recognized for our unwavering commitment to helping millions of families plan for a better future.
We aspire to make a positive impact on our communities. We believe that financial well-being is a catalyst for societal progress, and we actively contribute to initiatives that uplift and strengthen the fabric of our global community.
How Elevate Financial Makes a Difference
Elevate Financial makes a difference by providing comprehensive solutions for both personal and professional finance, empowering individuals and businesses to achieve long-term financial stability. We offer expert guidance in Life Insurance, Long-Term Care, Real Estate, Tax Preparation, and Funeral & Will Planning, ensuring our clients are protected at every stage of life. Our approach simplifies complex financial decisions, helping individuals secure their future while also assisting businesses in optimizing their financial strategies. Whether it’s safeguarding your family, planning for retirement, managing real estate investments, or ensuring a seamless tax process, Elevate Financial provides the knowledge, tools, and resources needed to navigate financial challenges with confidence and clarity.
Financial Services and More
Elevate Financial is revolutionizing the way individuals and businesses approach their finances with our game-changing services in advisory, education, and monitoring. Our expert Advisory & Planning Services provide personalized financial strategies, ensuring clients make informed decisions for investments, retirement planning, and wealth management. Through Financial Education, we empower individuals with the knowledge needed to navigate complex financial landscapes, from investment fundamentals to tax strategies. Our Ongoing Monitoring Services keep clients on track, providing real-time insights, performance evaluations, and proactive adjustments to maximize financial growth. Whether you’re looking to build wealth, secure your future, or optimize your financial portfolio, Elevate Financial delivers innovative solutions tailored to your unique goals.
Life Insurance & Long Term Care
Elevate Financial offers exceptional Life Insurance and Long-Term Care policies designed to provide financial security and peace of mind for individuals and families. Our life insurance solutions ensure that loved ones are protected in the event of the unexpected, with customized coverage options that fit every stage of life. We also specialize in Long-Term Care policies that safeguard against the rising costs of medical care, home assistance, and assisted living, helping clients maintain their quality of life without financial strain. With a commitment to reliability and personalized service, Elevate Financial ensures that our clients have the right coverage to protect their future and their family’s well-being.
Real Estate
Elevate Financial provides expert real estate guidance, whether you’re buying or selling a home, ensuring a smooth and financially sound transaction. For buyers, we help navigate the market, secure competitive financing, and make informed investment decisions that align with long-term financial goals. For sellers, we offer strategic insights to maximize property value, streamline the selling process, and ensure a profitable sale. Our team understands the financial impact of real estate decisions and works to provide tailored solutions that protect and grow your wealth. With Elevate Financial, you get the expertise and support needed to make confident real estate moves.
Efficient Tax Preparation
Elevate Financial offers efficient tax preparation services designed to maximize your returns while ensuring accuracy and compliance. Our expert team stays up to date on the latest tax laws and deductions, helping you keep more of what you earn each year. We simplify the filing process, reducing stress and eliminating costly errors, so you can have peace of mind knowing your taxes are handled with precision. Whether you’re an individual, self-employed, or a business owner, Elevate Financial provides personalized strategies to minimize liabilities and optimize refunds, ensuring you get the most out of every tax season.
Retirement, Funeral & Will Services
When it comes to your financial future, trust is paramount. With Elevate Financial, you can have confidence knowing that you have a trusted partner by your side, guiding you towards your financial goals with expertise, integrity, and dedication. Experience the Elevate Financial difference and unlock the full potential of your wealth. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Financial Professionals Looking For Your Best Interests in ALL Sectors of Finance
Ready to take control of your financial future? Trust the seasoned financial professionals at Elevate Financial in Delray Beach to guide you towards success. Whether you’re planning for retirement, investing for the future, or seeking expert guidance on wealth management strategies, our experienced team is here to provide personalized solutions tailored to your unique needs. Schedule a consultation today and experience the difference of working with a trusted partner committed to your financial well-being. Your journey towards financial prosperity starts here with Elevate Financial.
CLIENT TESTIMONIALS
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
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
I just wanted to say thanks for everything. I’ve found a way to turn my worry into motivation. Our conversations are exactly what I needed to get moving on what I’ve been telling myself I want to do: course creation for passive income! I’ve been procrastinating, and this is the reality check I needed to light a fire under me.
Jen Myers
therapist
David & Caroline DeMesquita
DeMesquita Nutrition - Functional Online Health Coaching:
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