Services

Our Services

Pre-Planning*

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

Investments*

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

Insurance*

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.

bgilmore@unitedplanners.com | 614-777-5477