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CERTIFIED FINANCIAL PLANNERS HELPING YOU RETIRE WITH MORE MONEY & LESS STRESS

EXPERIENCE ONE-UP FINANCIAL ADVANTAGES

INCREASE INCOME

REDUCE TAXES

INVEST SMARTER

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.
fiduciary
Simply put, we’re responsible and legally liable to you for the advice we give. Not all advisors operate like this.
COMMISSION-FREE
Our suite of financial services is tailored specifically around you and your financial goals. We believe in 100% transparency and as such, there are no hidden fees, commissions or sales charges. 

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.

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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?

One-Up Financial

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

Image by Hiroshi Kimura

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. 

You're guide is on its way!

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READ OUR LATEST COMMENTARY

 

 CONTACT US

ONE-UP FINANCIAL

1001 State Street

Suite 907

Erie, PA 16501

814-325-2699

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