EXPERIENCE ONE-UP FINANCIAL ADVANTAGES
WHY CHOOSE US?
CPA | CFP® Professional
CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations mean you receive the highest, most sophisticated level of service beyond managing investments.
Simply put, we’re responsible and legally liable to you for the advice we give. Not all advisors operate like this.
With One-Up Financial, have the peace of mind knowing your money stays at Charles Schwab, one of the largest and most trusted financial institutions in the country.
More about Schwab and One-Up Financial here.
One-Up Financial is a fee-only financial advisor specializing in serving executives and professionals, including business owners, who are nearing or in retirement. Our services include:
FINANCIAL PLANNING SERVICES
HOW DOES ONE-UP FINANCIAL DIFFER FROM THE COMPETITION?
Some Financial Advisors
Employs CPA, CFP professionals with a fiduciary duty to always act in their clients' best interests
Offers tailored, comprehensive financial services for one simple, transparent fee
Specializes in working with investors who are diligent savers nearing or in retirement
Are non-credentialed brokers who don't always act in their clients' best interests
Only manage investments and charge excessive, and oftentimes hidden fees
Are generalists who work with anyone who has money and a pulse
10 BIGGEST RETIREMENT MISTAKES
TO AVOID THAT ARE HIDING IN PLAIN SIGHT
Are you contemplating retirement? Before you pull the trigger, check out our latest guide where we address the 10 biggest mistakes to avoid in retirement.