Vinicius Hiratuka, CFP^®

CPA,

Financial Advisor

Elevated Retirement Financial Services

1888 Main St., Ste C #413
Madison, MS 39110

FINANCIAL ADVISOR'S WEBSITE

www.elevatedretirement.com

(601) 668-8565

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fee-only financial advisor, Vinicius never receives any commissions. Fees are transparent and cost-effective for the high-quality professional services provided.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$100,000

General

Vinicius Hiratuka is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elevated Retirement Financial Services in Madison, MS and the surrounding communities.

Financial Advisor Overview

Vinicius Hiratuka,CPA, CFP®, who goes by "V" is a fee-only financial advisor in Madison, MS. Elevated Retirement Financial Services provides comprehensive financial planning, retirement planning, and investment management to help people nearing retirement or already retired. As a fiduciary, independent financial advisor, Vinicius Hiratuka has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Advisor Experience

Vinicius provides fee-only, fiduciary financial advice. His clients want to ensure they are preparing appropriately to create and maintain their financial independence in the future. Many, under his guidance, have already made a successful transition into retirement. Certified Financial Planner™ and CPA Certifications bring the right financial planning and tax expertise to guide his clients' financial decisions. Ideal clients want to spend their valuable time on the things that matter most to them. They understand that the success of their retirement is too significant to be handled alone and want professional assistance to make each step easier.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)

Broker-Dealer Disclaimer

Elevated Retirement Financial Services seeks to provide unbiased retirement, financial, and investment advice and, therefore, it is independent of any Broker-Dealer. Clients' funds are held at TD Ameritrade for added security.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fee-only financial advisor, Vinicius never receives any commissions. Fees are transparent and cost-effective for the high-quality professional services provided.