Proven Strategies to Maximize Time, Profit, and Freedom

Our Programs

Built By Advisors For Advisors

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.

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Scott Dougan

Scott M. Dougan, RFC

Managing Partner, Investment Advisor Representative

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Sean Lee

Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

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Scott M. Dougan Presenting at KU

Proven Results

The Retirement Elevated program has been continually tested and improved by Lee & Dougan with their own Elevated Retirement Group practice, with greater success than the two ever imagined.