WHAT WE OFFER
WEALTHBUILDER
For executives, professionals and small business owners who are less than 5 - 10 years away from retiring, have the majority of their investments in a 401(k) with no formalized plan for retirement.
This package is designed to provide a clear and concise roadmap toward your retirement. For a one-time planning fee, clients in this package will receive the following:
- A comprehensive retirement plan that covers key aspects of your financial life including investments, life insurance, debt, social security and estate plan.
- A thorough review of your individual tax returns and an assessment that address tax deductions, credits and other strategies for reducing taxes.
- Risk assessment of your retirement accounts including IRAs, brokerage accounts, 401(k)s, and 403 (b) plans and recommendations to optimize your investments.
- An in-person meeting to review your retirement plan, discuss recommendations and implement an action plan.
- Monthly updates on the market, economy and other personal finance-related topics delivered to you via video, email and our blog.
- Ongoing access to your own personal financial portal where we'll work with you to organize all of your financial accounts in one safe place.
Fee Schedule:
One-time fee ranging from $1,000 - $5,000 depending on complexity.
WEALTHMANAGER
For those nearing, or who've successfully retired from their company or practice, or sold their business and would benefit from an ongoing relationship with a licensed investment and tax advisor.
This package provides ongoing investment management, retirement planning and tax management services. For a small percentage of assets under management, clients in this package will receive the following:
- All services included in the WEALTHBUILDER package plus the following:
- Personalized investment management including ongoing rebalancing of your portfolio, tax-loss harvesting and more. Minimum semi-annual investment review meetings.
- Minimum annual retirement planning meeting to adjust for changes in your financial life.
- Tax management including an annual planning meeting, tax preparation and filing facilitated through our CPA partner network.
Fee Schedule:
Annual management fee starting at 1% of assets under management.
At One-Up Financial, we understand that investors come in all shapes and sizes.
So whether you're a few years away from retirement or have already pulled the trigger, we offer a simple, flexible service model designed to fit your needs.
Clients can choose from two packages:
SUMMARY OF PACKAGES
WEALTHBUILDER
WEALTHMANAGER
Retirement & financial planning
Ongoing
Tax return review and assessment
Ongoing
Investment account review and risk assessment
Ongoing
Estate planning
Ongoing
Monthly market and financial commentary updates
Access to personal financial portal
Management of your investments
Annual tax planning and tax preparation *
One-time fee ranging from $1,000 - $5,000 depending on complexity.
Annual management fee starting at 1% of assets under management.
* Individual tax preparation facilitated through our CPA partner network.