RETIREMENT ASSESSMENT
Are you ready for retirement?
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Our retirement assessment will help determine the optimal age for living a successful retirement and identify ways to improve your finances.
HOW IT WORKS
Step 2 - Financial Assessment
Once we have a clear understanding of your goals and objectives, and have collected all of the materials necessary to perform our assessment, we'll employ our knowledge and expertise to your financial situation to assess the probability of a successful retirement.
Step 3 - Review Assessment
Finally, we'll schedule a follow-up meeting in-person or via zoom to review the results of our assessment and provide actionable retirement recommendations.
OUR ASSESSMENT WILL:
Determine the likelihood of a successful retirement
Identify ways to improve your investments
Offer actionable strategies for reducing taxes
Next Steps
After the assessment is complete, we'll ask you to take some time and consider your options. Hiring a financial advisor is a very important decision and one that deserves thoughtful consideration. If you ultimately determine One-Up Financial isn't a good fit, we'll gladly help guide you to a professional best suited for your needs.
Sales Executives
With performance-based compensation and expansive benefits packages, high-performing sales executives benefit from our meticulous financial planning strategies and attention to detail.
Small Business Owners
Our knowledge and expertise in accounting, auditing and corporate tax help small business owners maximize the value of their business and seamlessly transition into retirement.
Retirees
Diligent savers over the age of 50 who've accumulated $500,000 or more in investable assets value our tailored retirement strategies designed to optimize income, reduce taxes and invest smarter.
ARE WE A GOOD FIT?
Clients that benefit the most from our work include:
CONTACT US
ONE-UP FINANCIAL
1545 West 38th Street
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