Latest Posts

Finance CAPE Getting Young Entrepreneurs Ready For Retirement 

March 12, 2019

#TeamElevate is proud of our client Finance CAPE and all that they are doing to better the Tampa Bay area.

Finance CAPE is Tampa’s affluent Financial Concierge.

They guide clients to solutions that potentially lower taxes, increase profits and maximize wealth. With many areas of focus, Finance CAPE finds it important to remind young professionals and entrepreneurs on the importance of their retirement.

In fact, about 66% of people between the ages of 21 and 32 have absolutely nothing saved for retirement, according to the National Institute of Retirement Security. On top of rent and student loans, it can become almost impossible for individuals to shift their focus from their immediate finances to saving long term.

“Planning for retirement can be a very simple process. Solutions exist that incorporate leverage with easy to follow timelines for affluent entrepreneurs to take advantage of. The challenge is that so many entrepreneurs are consumed with building and managing their business(s) they fail to set aside resources that will take care of them decades from now.” – Travis Jennings, CEO

According to recent reports, only about one-third of young professionals are saving for retirement. Most have less than $20,000, but some have much more. The average account balance of a young entrepreneur is $67,891. With that being said, it is important to not only plan for the future but to educate yourself on how to handle and manage future financial success.

Luckily, Finance CAPE is here to help. They have created multifaceted solutions customized to you and your individual needs. To learn more about Finance CAPE and how their services can help you plan for retirement at any age, visit their homepage:




Categorized in:

This post was written by Elevate, Inc.

Comments are closed here.

Get Connected

Join our networks and stay in touch.

Read Our Testimonials

Hear what our customers have to say

“Aakash Patel, Chris Melvin and the rest of the Elevate team simply delivered. The connections Aakash made led to valuable relationships for me and new clients for RevStar. You can’t fully appreciate what Elevate can do for your business until you experience it first hand. I personally recommend their services to anybody looking to grow their network and business within the Tampa Bay community.”

Ken Pomella, PMP – CEO, RevStar Consulting

“If you’re looking to dive into the who’s who of Tampa Bay, Elevate, Inc. is the only way to go. Elevate worked closely with Tampa Bay Plumbers to help us get our foot in the door with the right business and community circles to help us grow. We appreciated Aakash Patel & Chris Melvin’s professionalism, attention to detail, and willingness to go over and above to provide us a quality service. The contacts through Elevate are numerous and professionally beneficial and the staff is always available to us. We enjoyed working with the Elevate team and will definitely keep them in mind for our future business needs.”

April Diemer – Tampa Bay Plumbers

“Working with Aakash and his team at Elevate was a great fit for our growing organization. His team helped us connect with key influencers across the region and identify opportunities. Together you work to define your goals and who you’re targeting and through their connections and network they can make warm introductions to the decisions makers you need to connect with.”

Chon Nguyen – Founder & CEO, Newgentek

“Elevate, Inc’s. business relationship building process and their specialized one-on-one client service has opened doors and created potential opportunities that we wouldn’t have been able to create on our own. If your business would benefit from business relationship building introductions, I highly recommend Elevate, Inc.”

Gary LoDuca – Founder & Owner, Thoughtful Advisors – 401(k) Plan Designs