Broker Check
Stas Politis, CPFA®
Stas Politis, CPFA®
Upward Wealth Group, LLC Employer-Sponsored Plan Advisor & Investment Representative
https://www.upwardwealthgroup.com (561) 345-3992

At Upward Wealth Group, we understand the critical role of employer-sponsored plans in talent retention and employee financial well-being. By reducing financial stress, these plans foster a healthier work environment and enhance productivity and performance. With our tailored approach, we ensure that your company's retirement plan is not just effective but also aligned with your organizational goals.

Our services cater to a diverse clientele, including self-employed professionals, entrepreneurs, business owners, and executives/trustees seeking to optimize their retirement savings. With decades of experience and a commitment to personalized solutions, we specialize in crafting employer-sponsored retirement plans that suit your specific requirements. Whether you prefer a straightforward, easy-to-administer plan or a more intricate one tailored to your unique circumstances, we've got you covered.

Given their substantial contribution to our retirement nest eggs, we recognize the significance of 401(k) plans in retirement planning. It's essential to synchronize all your savings and investments inside and outside employer-sponsored retirement plans to maximize their combined potential in achieving your retirement objectives. By harmonizing these elements, we can build a comprehensive portfolio that works synergistically toward securing your financial future.

Let's collaborate to design a retirement plan that meets regulatory requirements, empowers your employees, and positions your business for long-term success. Reach out to us today to embark on this journey toward financial security and prosperity.

Do You Know These 4 Crucial Social Security Facts?

photo of ebook cover

These Facts May Help You Maximize Your Benefits

  • Discover situations when it might make sense to wait to collect your Social Security benefits
  • Learn why your benefit amount may depend on your retirement age
  • Figure out how your Social Security benefits are calculated

What to Know About Social Security

Work & Collect Your Benefits

Work & Collect Your Benefits

You may be able to earn outside earnings, in addition to your Social Security.

How Social Security is Calculated

How Social Security is Calculated

Your benefits are calculated based on your lifetime earnings.

Spousal & Survivor Benefits

Spousal & Survivor Benefits

Social Security benefits for married couples work differently.

Social Security benefits represent on average a third of retirees' income.

- From 4 Critical Social Security Facts Retirees Must Know

Learn the Facts
Do You Have a Social Security Strategy in Place?

Do You Have a Social Security Strategy in Place?

Developing a strategy to optimize your Social Security may put you in a better position when you start to draw your benefits.

Know Your Benefits.

Download our ebook below to get the facts about Social Security that every retiree should know.

Get the Ebook

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