Upward Financial Planning
Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond. We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning. As members of the XY Planning network, we specialize in helping millennial investors who are interested in growing their wealth and building their futures.
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