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.

Are You Making These Common Tax Errors?

photo of ebook cover

Learn How to Navigate the Tax System

  • Understand some reasons for IRS tax penalties
  • Discover the top taxpayer concerns about filing taxes
  • Know your 2021 tax bracket

Avoid These Common Filing Mistakes

Overlooked Side Income

Overlooked Side Income

One area that some taxpayers overlook is claiming side money in addition to their normal salary.

Unrealized Tax Breaks

Unrealized Tax Breaks

Tax break may help you manage the taxes you owe or change your liability, resulting in greater benefits for you.

Wrong Filing Status

Wrong Filing Status

Your filing status can impact your taxes because it defines your standard deduction and tax brackets.

"By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes."

- From Common Tax Errors to Avoid

Learn How to File
You are Responsible for Filing Your Taxes Correctly

You are Responsible for Filing Your Taxes Correctly

Even if you work with a tax professional, your taxes are your responsibility. Avoid making these common errors.

File With Confidence.

Download your complimentary ebook below to avoid these common filing errors.

Download Now

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