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 Comfortable with Market Fluctuations?

photo of ebook cover

These Steps May Help You Stay Focused

  • Learn helpful strategies to stay calm and controlled despite market fluctuations
  • Study the case of Q4 2018 and what it meant for market volatility at the time
  • Learn what's next and how to anticipate, not fear, movement in the market

Insights on Market Movement From Financial Professionals

Resist the Temptation

Resist the Temptation

When things are bumpy, resist the temptation to react in an emotional way. Turbulence is part of the ride.

Look at the Big Picture

Look at the Big Picture

Step back and take the long view. Long-term investment strategies take into consideration short-term volatility.

Take a Deep Breath

Take a Deep Breath

Watching the market too closely can produce unwarranted stress. Try to de-stress, take a break, and relax.

“During market volatility, the best advice may be the simplest: step back, look at the big picture, and avoid any hasty decisions.

- From Don't Panic

Get the Tips
Do You Anticipate or Fear Movement in the Market?

Do You Anticipate or Fear Movement in the Market?

Bouncing trendlines aren't necessarily indicators of impending doom, nor golden opportunities. Rather, they're a typical part of the investing life cycle. With a sound strategy in place, movement in the market can be anticipated, not feared.

Stay Confident Through Volatility.

Click the link below to get your ebook full of strategies on viewing market activity from a wider perspective.

Get the eBook

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