Proven Strategies to Maximize Time, Profit, and Freedom

After years of trying to grow their practices with every possible marketing program, which either didn’t work or didn’t feel authentic, Sean P. Lee and Scott M. Dougan founded Emerging Advisor in 2014. It had become clear that the industry was missing something. Unbiased, fact-based, research-rich retirement planning education for aspiring retirees was lacking. Instead, most retirees had to sift through aggressive sales pitches and high-pressure steak dinner seminars in order to hope to find a competent advisor to help guide them into and through retirement.

After years of witnessing this lingering problem, Lee and Dougan teamed up to solve it. With a shared vision and complimentary strengths, these two very successful advisors joined forces to create a safe place for retirees to learn the ingredients for a successful retirement and to make wise decisions regarding their life savings. Thus, Retirement Elevated was born.