Our Services

Step Up Wealth Management, LLC is a DBA only and does not provide any services. Through our affiliation as Registered Representatives with United Planners Financial Services, we offer the following services*:


Pre Planning*




  • Risk Analysis
  • Goal determination and assessment




Financial Planning*



  • Ongoing Risk Analysis and Monitoring
  • Retirement Plans - 401(k), 403(b), SEP, SIMPLE, Money Purchase and Profit Sharing - Assessment, Planning, Implementation and Management
  • Tax Management Strategies
  • College Plans
  • Estate Plans
  • IRA's - Traditional, Roth and Educational



Investments*



  • Mutual Funds and ETF's
  • Bonds and Bond Alternatives
  • Common Stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities



Insurance



  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Care Insurance
  • Annuities