At One-Up Financial, we understand your concerns and are focused on finding creative solutions to potential problems we'll actively look to uncover. We’ll start by understanding what a successful retirement means to you. From there, we’ll assess your current financial situation and provide a clear and concise plan on how that success can be achieved while guiding you every step of the way. We’ll even consider “what-if” scenarios to help you plan for unexpected health care costs and other expenses, or to see how that additional vacation will affect the success of your overall plan.
Are you afraid of running out of money in retirement? Are you overwhelmed with trying to figure out when to take social security or frustrated with paying too much in taxes? If so, you’re not alone. The reality is, seven out of every 10 investors don’t know how much they’ll need in retirement with fewer than half having a plan in place.
At One-Up Financial, we’ll help you get the most out of the money you've saved.
PERSONAL FINANCIAL PORTAL
We've partnered with one of the financial industry's leading technology providers to offer you the tools and resources necessary to retire with more money and less stress.
Working with us, you'll be able to see your entire financial picture in one safe place whether at home or on-the-go.
OUR RETIREMENT PLANNING SERVICES INCLUDE:
Customized retirement plan and guide toward optimizing your savings and income
Comprehensive review and analysis of your overall financial picture including:
SOCIAL SECURITY | INSURANCE | REAL ESTATE | DEBT | ESTATE PLAN
Annual summary detailing everything we've done for you throughout the year