Your Financial Planning & Investment Management Solution to Help You Build The Blueprint to Your Future Success
Upswing Advisor is an independent, Fee-Only financial planner to young professionals, families, and entrepreneurs. We are financial-planning focused and go far beyond just traditional investment management. As Fiduciaries our advice is objective and free of any conflicts of interest.
Your career, family, and financial goals will be the foundation of your financial plan. It all starts with our Discovery process that focuses on getting to know you - how you think, how you hustle, and how you want to live your life.
Financial planning is dynamic. If your situation changes and you need to call an audible we will be here to help you adjust. This is why your financial plan is a living document that we will review at least once per year.
Time to put away the crystal ball! No one knows where the stock market will go next which is why Upswing Advisor's professionally managed low-cost investment portfolios takes a disciplined approach to investing.
You will get a customized Investment Policy Statement outlining your financial goals, tolerance for risk, time horizon, and investment allocation. This will be your guide to making confident investment decisions from here on out!
The Fun Stuff!
Ever wonder if you are maximizing your Credit Card rewards? Can you get paid to shop online? Interested in a side hustle to earn extra cash?
We love finding new ways to help you earn and save more money. As part of your on-going planning we will make sure you are taking the right steps to maximize every opportunity to earn those extra travel rewards, or put some extra cash in your pocket!
Our Services Include:
- Goal Setting
- Cash Flow Planning
- Employee Benefits Maximization
- Debt Management
- Tax Planning
- Retirement Planning
- Buying a Home
- Student Loan Payoff Strategies
- Investment Management & Education
- Life Insurance
- Disability Insurance
- Property & Casualty Insurance
- College Savings Strategies
- Travel Consulting
- Stock Option Planning
- 83(b) Elections
- Career Advice
- Lifestyle Planning
- Credit Card Rewards
- Credit Report Consulting
- Banking Relationship Advice
Schwab Institutional Intelligent Portfolios
Upswing Advisor has chosen to partner with Schwab's Institutional Intelligent Portfolio technology which provides you seamless access to our professionally managed portfolios all from the convenience of a single smart phone, tablet, or web browser. The application will track your performance, account balances, investment holdings, as well as provide you with an up-to-date status report of your progress towards your goals.
A Dedicated Advisor
We love technology here at Upswing, but we believe a true financial planning experience is predicated on Trust. The Trust that your financial planner knows the ins and outs of your personal situation, how you behave when the markets turn south, and most importantly has a complete understanding of your goals. Our priority is you, the client, and your plan which is why we will meet in person at least once per year, with quarterly check-in calls, to make sure you are on track.