Services
Our Services
Financial Planning*
- Ongoing Risk Analysis and Monitoring
- Retirement Plans - 401(k), 403(b), SEP, SIMPLE, Money Purchase and Profit
- Collaboration with other professionals
- Retirement Income Allocation Strategies
- Tax Management Strategies
- College Plans
- Estate Plans
- IRA's - Traditional, Roth and Educational
- Financial Planning / Wealth Management
*Step Up Wealth Management, LLC is a DBA only and does not provide any securities related services. Through our affiliation as Registered Representatives with United Planners Financial Services, we offer the following services*:
**Tax services are offered through Winfree & Associates, CPA.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
bgilmore@unitedplanners.com | 614-777-5477