Our team is excited to help you develop & achieve your vision for retirement! As fee-only & fiduciary advisors, you know you can trust us. We’ve helped dozens of business owners optimize their retirement planning, lower their taxes, and increase their bottom lines! Contact us today for a free consultation on how we can help you grow your business and have more money in your pocket.
Your Challenge
Unfortunately, many business owners are woefully underprepared for their golden years. Business owners are excellent at taking risks, growing their businesses, and managing their firm’s operations…but they are not always as equipped in the areas of tax strategy, risk management, and traditional investments.
As a business owner, when you engage Upward Financial Planning, you’re getting a team of professionals with experience building six-figure businesses. We know what it’s like to face the challenges & joys of being a business owner. Using our experience in your world, we’ll guide you through the complete process of building and implementing your retirement plan with your business in mind. These services include helping you to implement unique business owner tax strategies, manage your traditional investments optimally, build your own self-employed/business owner retirement plan (401k, etc.), prepare for the sale of your business to maximize it’s value, and more! Collectively, members of our team have built numerous six-figure businesses and we’re excited to help you take yours to the next level!
Your Opportunity
With financial planning for your business & personal finances, the earlier you start, the better off you’ll be. That said, it’s never too late to prepare for retirement & prudently exiting the firm you’ve worked so hard to build. Building & implementing your financial plan even a few years before “landing the plane” can have huge benefits you’ll experience for decades! These benefits include reducing your lifetime tax bill, optimizing your investments, maximizing the sale value of your business, and expanding your possibilities in retirement. A few years of planning can mean the difference between family adventures in your destination of choice or working extra years to “make the numbers work”.
Our Partnership
As your advisory team, we’re most valuable to our clients when serving in a role that’s the combination of your personal CFO, financial therapist, and financial personal trainer. Like any good finance executive, we have the experience & technical expertise to help establish financial harmony, provide quality investment optimization, and offer counsel on a wide breadth of financial planning strategies.
The services we provide include:
- Retirement & Legacy Planning
- Unique Business Owner Tax Reduction Strategies
- Management of Your Business Owner Retirement Plans
- Optimized Investment Management
- Business Acceleration and Sale Coaching
- Wealth Transfer & Estate Planning Coordination
- More!
Our commitment to you does not end with the presentation of your financial plan but, rather, begins at this moment. On an ongoing basis, we’ll review your financial picture and provide advice surrounding life events that matter most to you. Our goal is to help you optimize your business and, in turn, your life!