Latest Posts

FinanceCAPE Speaks at the Elevate, Inc. Advisory Board Meeting

February 12, 2019

Team Elevate was thrilled to have Travis Jennings of Finance CAPE speak at our annual Advisory Board Meeting.

Travis Jennings is the founder of Finance Cape. His firm’s expertise lies in tax savings and wealth building opportunities for high net worth individuals. Over the past 10 years, his firm has cultivated an approach that can lead to tax free income generated by dollars that would have otherwise gone to the IRS.

Travis began his presentation by showing off a photo of his wonderful family to emphasize the fact that Finance CAPE is a company rooted in a family-based culture. They make it their mission to connect with each of their clients on a personal level to deliver individualized results that “Always move the needle in a big way for the clients” (CEO, Travis Jenning). Their primary clientele consists of physicians and business owners, however, Finance CAPE is open to a variety of long term partnerships. Travis reminded everyone that Finance CAPE covers all of the bases involved with protecting, growing, and sustaining financial health and wellness at every stage of investing.

Travis told attendees that enjoying a retirement in the 0% tax bracket is a very real possibility and that he and his firm are happy to show you how.

For more information about Finance CAPE and their family forward model please visit their website here.


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