Saving For Retirement
Transforming Your Assets Into a Plan for the Future
Financial Planning and Investments in Dublin, Ohio
When Did Life Get So Busy?
Managing a career, family, friends, and other responsibilities means there’s little time left to plan for the future. But the best time to plan is now! Our team can take the disparate parts of your financial life and combine them into something manageable and meaningful. From funding college to planning for your eventual retirement, we’ve got you covered.
A Smarter Plan Starts With Three Questions
Our team will streamline assets, reduce complexity, and put a plan together to accomplish your short- and long-term goals. We do so by working with you to answer three questions:
What Do You Have?
What Do You Want?
How Do You Get There?
Analysis
What Do You Have?
We take stock of your current finances to learn:
- What you have
- What you’re missing
- Where it’s located
Seeing where everything is located allows us to identify gaps and recommend changes to make your financial life a little bit easier.
Vision
What Do You Want?
We talk with you to understand:
- When you want to retire
- What financial changes you expect in the next 5, 10, or 20 years
- Your money concerns about the future
- Your opinions on debt
- Who is important to you
Knowing what you want and what keeps you up at night allows us to plan for the future and mitigate concerns.
Planning
How Do You Get There?
Knowing what you have and what you want, we put them together into a streamlined plan that can serve you for many years to come. Your plan may include:
- 401(k) recommendations
- 401(k) rollovers or in-service distributions
- College funding accounts or trust accounts for children
- Life insurance
- Disability insurance
- Active investment management
- Tax strategy planning
Working with Step Up Wealth Management, LLC is a long-term partnership. After your plan is created, we provide:
Portfolio Monitoring
Your investment portfolio and financial recommendations are rebalanced and updated as needed.
Plan Evolution
As life, the markets, and your circumstances evolve, your plan should evolve with it.
Meeting Flexibility
You choose how often you want to meet with us – quarterly, semi-annually, or annually.
Knowledgeable Referrals
Need a CPA or estate planning attorney? Let us provide a referral to a trusted partner.
Access & Availability
We are only a call away and ready to discuss your finances when you need it.
Ongoing Education
Many of our clients benefit from attending our educational seminars and events.