Are you near or in retirement and looking for investment advice? Are you a business owner seeking tax and investments optimization? Would you like to optimize your investment options to reach your financial goals? Then you could benefit from a free consultation from Upward Financial Planning!

UFP is committed to providing the highest levels of advice, follow-up, and service through hard work, constant innovation and staying up-to-date on the latest tax laws, investment trends, and technology tools. We believe that you deserve an advisor who is fighting for your financial well-being and not just someone with a “set-it and forget-it” mentality.

Everyone’s financial situation is different, but there are many similarities among those who are looking to retire soon or wish to invest money for their future. If you have questions about your finances, investments, or retirement, please call or click the link to schedule a free consultation with Daniel today.

Daniel has been featured in over 15 national publications for his expertise in financial planning, including local TV channels 7 and 10 in Roanoke, VA. He is a regular contributor to the Valley Business Front magazine where he writes a column entitled “Business Cents.” He served on the Williamson Road Area Business Association board for 5 years from 2019-2023.

Upward Financial Planning is a growing company with 3 employees and other support staff. We would love to chat more with you about your financial situation to see if we can help you achieve your goals and dreams through the power of financial planning! Please give us a call today at (540)580-2501 or schedule and in-person or zoom meeting today!