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.

Why is Turning 59 1/2 so Important?

photo of ebook cover

Hitting 59 1/2 Puts You Within Shouting Distance of Social Security Eligibility

  • Explore your retirement choices, your healthcare options, and how to move vibrantly into your golden years
  • Learn ways you can boost your retirement savings
  • Learn about the catch-up clause and how it may help you build your retirement savings

Learn How to Prepare for a Retirement

Save First

Save First

Setting money aside each paycheck is a disciplined approach.

Focus on Your Health

Focus on Your Health

Focusing on both your physical and financial well-being is important.

Boost Your Savings

Boost Your Savings

Take advantage of the catch-up contribution rules.

"Some research suggests that you should have at least $1 million in retirement savings to get you comfortably through a 30-year retirement."

-From 59 1/2: Why Is This Age So Important 

Retire Well
Is it Time for a Retirement Savings Check Up?

Is it Time for a Retirement Savings Check Up?

You're approaching a major turning point in your life. This ebook may help you prepare for retirement in a few short years by considering your current situation and preparing for the future.

Get Retirement Ready.

This ebook is designed to help you prepare for retirement by looking at all angles.

Get the Ebook

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