Broker Check

Our Services


  • Risk Analysis
  • Goal determination and assessment
  • Strategy and gathering data session

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


  • Mutual Funds and ETF's
  • Bonds and Bond Alternatives
  • Common and preferred stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Custom Money Management and Allocations
  • Face and Social base investing
  • Private Placements IDRTS


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

Tax Planning**

  • Accounting 
  • Tax Planning & Preparation

*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. |  614-777-5477