Vinicius Hiratuka (CFP®, CPA)
Vinicius Hiratuka focuses in the
following client markets or areas of practice:
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Elevated Retirement Financial Services is located in Madison, MS and provides financial planning, retirement planning, and investment management. We build a comprehensive retirement strategy that positions your investments and other resources to support your life.
We deal with all the details — from initial paperwork to setting up transfers to or from your checking account. Our services are divided into two main categories:
Financial Guidance for making wise decisions
- Retirement planning
- Social Security
- Healthcare, Medicare, and Long-Term Care
- Tax minimization strategies
- Estate planning
- Anything else impacting your finances
Investment Management of hard-earned retirement funds
- Create an investment plan
- Guide transition of investments
- Manage cash flow needs
- Implement funding strategy
- Monitor and re-balance portfolio
- Minimize taxes and costs
Additional Information
Vinicius "V" Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS.
Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of a deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work.
V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.
NAPFA Start Date
April 04, 2019