RETIREMENT ASSESSMENT
Are you ready for retirement?
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Our retirement assessment will help determine the optimal age for living a successful retirement and identify ways to improve your finances.
HOW IT WORKS
Step 2 - Financial Assessment
Once we have a clear understanding of your goals and objectives, and have collected all of the materials necessary to perform our assessment, we'll employ our knowledge and expertise to your financial situation to assess the probability of a successful retirement.
Step 3 - Review Assessment
Finally, we'll schedule a follow-up meeting in-person or via zoom to review the results of our assessment and provide actionable retirement recommendations.
OUR ASSESSMENT WILL:
Determine the likelihood of a successful retirement
Identify ways to improve your investments
Offer actionable strategies for reducing taxes
Next Steps
After the assessment is complete, we'll ask you to take some time and consider your options. Hiring a financial advisor is a very important decision and one that deserves thoughtful consideration. If you ultimately determine One-Up Financial isn't a good fit, we'll gladly help guide you to a professional best suited for your needs.
Sales Executives
With performance-based compensation and expansive benefits packages, high-performing sales executives benefit from our meticulous financial planning strategies and attention to detail.
Small Business Owners
Our knowledge and expertise in accounting, auditing and corporate tax help small business owners maximize the value of their business and seamlessly transition into retirement.
Retirees
Diligent savers over the age of 50 who've accumulated $500,000 or more in investable assets value our tailored retirement strategies designed to optimize income, reduce taxes and invest smarter.
ARE WE A GOOD FIT?
Clients that benefit the most from our work include:
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Why Should I Hire One-Up Financial?Clients that choose One-Up Financial as their financial advisor are looking: To outsource the management of their investments and financial plan to a trusted professional so they can spend more time doing what they want, when they want. For help in reducing their taxes in retirement. To grow their investments in retirement while minimizing risk in the market. For highly qualified, licensed professionals to guide them and their family in making important financial decisions.
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How Are You Different From Other Financial Advisors?It really comes down to three things that separate us from other advisors: We are licensed CPAs and CFPs specializing in maximizing retirement income, reducing taxes and investing smarter for our clients including small business owners, retirees and sales executives. Our clients benefit from working with a team of professionals who are equipped to address their specific financial needs. We're uniquely qualified to provide tax planning and tax advice to our clients unlike the majority of financial advisors.
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How Does One-Up Financial Make Money?We're a fee-only, independent Registered Investment Advisory firm which means we don't charge commissions nor are we incentivized to use certain products. Our transparent fee includes ongoing investment management, retirement and tax planning services and is based on a percentage of the value of investments we manage for our clients:
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Do You Work With People in Other States?Yes! One-Up Financial regularly meets with clients virtually either through Zoom or Teams and serves a growing number of families across multiple states including Pennsylvania, Ohio, New York, New Jersey, Washington, and California just to name a few.
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Where Do You Hold My Money and How Can I See My Investments?One-Up Financial uses Charles Schwab as our third-party custodian for all of our clients' investment accounts. Charles Schwab is now one of the largest independent custodians in the country with over $5 trillion in client assets. Our clients have access to their own secure portal where they can login and view their investments whether at home or on the go.
CONTACT US
ONE-UP FINANCIAL
1545 West 38th Street
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