Elevate Financial

As we wrap up the busy planting season, it’s important to take a moment to focus on your health—both physical and mental.

Agriculture comes with unique pressures, and stress can build quickly during demanding times of year. Taking care of yourself is not a luxury—it’s essential.
Resources like Farming and Ranching in Tough Times from North Dakota State University Extension offer practical ways to manage stress and support your well-being.

You’re not alone—take the time, check in, and prioritize your health.

Happy Father's Day to all the dads, grandfathers, and father figures who lead by example every day.

As a business owner, husband, and father, I've learned that success isn't measured only by professional achievements, but by the impact we have on our families and the values we pass on to the next generation.

Today, I'm especially grateful for the opportunity to be a role model, a provider, and a source of support for those I love most. My boys, Bennett and Lane are the light of my lives and sure keep me on my toes.

Wishing all fathers a wonderful day filled with family, laughter, and appreciation.

Happy Father's Day!

In observance of Juneteenth, our office will be closed on Friday, June 19.

Juneteenth commemorates the end of slavery in the United States and serves as an opportunity to reflect on our nation's history, honor freedom, and celebrate progress toward equality.

We will resume normal business hours on Monday, June 22. Wishing everyone a meaningful Juneteenth.

Are you making tax decisions for today—or for the future?

In the latest Future Farmer Magazine article, Alex Lane Vasichek shares why minimizing taxes this year isn't always the best long-term strategy for farmers and ranchers. From equipment depreciation and crop insurance deferrals to retirement planning and legacy goals, smart tax planning means looking beyond the current year and understanding how today's decisions can impact your operation for decades to come.

The takeaway: Long-term strategic planning often beats short-term tax avoidance.

https://futurefarmermag.com/tax-planning-taking-the-long-view/

Read the full article and discover why taking the long view could help protect your operation, retirement, and family legacy. 🌾🚜

Tax Planning: Taking the Long View - Future Farmer It's human nature to want to take advantage of every tax break you qualify for as soon as possible. More

Today we celebrate Flag Day and honor the Stars and Stripes as a symbol of our nation's history, unity, and enduring values.

As we reflect on the freedoms and opportunities we enjoy, we also recognize the service and sacrifices of those who have helped preserve them.

Happy Flag Day!

Mental health is health.

This Men’s Health Month, take time to check in—with yourself and those around you.
A conversation, a break, or asking for help can make all the difference.

June is Annuity Awareness Month! 📅

Annuities can play an important role in creating guaranteed income, helping manage retirement risks, and providing greater confidence for the future. Understanding your options is key to determining whether an annuity fits into your overall financial plan.

Have questions about annuities? We're here to help.

Today we’re celebrating a major milestone— Matt Tangen’s 5-year anniversary with Elevate Financial! 🎉

As our Financial Paraplanner, Matt plays a vital role in helping our team deliver thoughtful, comprehensive financial planning. His sharp analytical skills, attention to detail, and commitment to excellence help ensure our clients receive the highest level of service and support.

Beyond his technical expertise, Matt is a trusted teammate whose reliability, positive attitude, and steady presence make a difference every day!

Matt, thank you for five outstanding years of dedication, hard work, and contributions to Elevate Financial. We’re grateful to have you on the team and look forward to all that’s ahead.

Congratulations on this well-deserved milestone! 👏🎉

Happy June from Elevate Financial ☀️

You can feel it—longer days, warmer nights, and that summer energy starting to settle in. After a long North Dakota winter, this season always brings a renewed sense of momentum and opportunity.

As a local business owner, I’m grateful for the community that continues to show up, support local, and keep small businesses thriving. Here’s to a strong start to summer, new goals, and making the most of the months ahead.

Let’s make it a great June. 🌱

Please welcome Isaac Paaverud who joined us in May as a Financial Paraplanner Intern!

Originally from Elk River, MN, Isaac is a Finance major at North Dakota State University and is actively involved in the Bison Fund, Finance Commission, and Pi Kappa Alpha.

Outside the office, you’ll find him on the golf course, reading, or staying active. We’re excited to have him on the team!