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.

Employer Sponsored Plans Schedule a Phone Call / Meeting Get To Know Us

Why Everyone Needs an Estate Strategy

Estate
This is an Estate Strategy educational infographic with five numbered sections on a green background.This is an Estate Strategy educational infographic with five numbered sections on a green background.Section one covers Probate, and states that Probate is the legal process that wraps up a person’s legal and financial affairs after their death. Probate can be costly and easily take months or years, depending on the state. While no estate strategy can completely eliminate the risk of an extensive probate, managing the probate process may be possible with a valid will and assets that avoid probate.Section one covers Probate, and states that Probate is the legal process that wraps up a person’s legal and financial affairs after their death. Probate can be costly and easily take months or years, depending on the state. While no estate strategy can completely eliminate the risk of an extensive probate, managing the probate process may be possible with a valid will and assets that avoid probate.This section includes a list of assets that avoid probate, such as property held in a trust, Jointly held property that isn’t common property, Death benefits from insurance policies, Property given away before you die, Assets in a pay-on-death account, and Retirement accounts with a named beneficiary.This section includes a list of assets that avoid probate, such as property held in a trust, Jointly held property that isn’t common property, Death benefits from insurance policies, Property given away before you die, Assets in a pay-on-death account, and Retirement accounts with a named beneficiary.Section two explains Living Wills. A Living Will outlines instructions on how to handle difficult decisions regarding your estate. Despite the importance of this document, only 32% of Americans have one. The number one cited reason for not having a will is procrastination.Section two explains Living Wills. A Living Will outlines instructions on how to handle difficult decisions regarding your estate. Despite the importance of this document, only 32% of Americans have one. The number one cited reason for not having a will is procrastination.Section three discusses Tax Exemption Strategies, noting that in 2024, the estate and gift tax exemption is 13.61 million dollars. Potentially hundreds of thousands of additional American households can take advantage of these strategies, passing on some of or all their assets free of estate taxes. Less than 1out of every 1,000 estates will exceed the exemption. Section three discusses Tax Exemption Strategies, noting that in 2024, the estate and gift tax exemption is 13.61 million dollars. Potentially hundreds of thousands of additional American households can take advantage of these strategies, passing on some of or all their assets free of estate taxes. Less than 1out of every 1,000 estates will exceed the exemption. Section four covers Living Trusts. These trusts are managed by a trustee and can help reduce estate taxes. Created and funded while you are alive, Living Trusts are composed of assets you choose to put into them. Managed by a trustee (usually you), the assets are structured to pass to a beneficiary, or beneficiaries, automatically upon your death, much like a will.Section four covers Living Trusts. These trusts are managed by a trustee and can help reduce estate taxes. Created and funded while you are alive, Living Trusts are composed of assets you choose to put into them. Managed by a trustee (usually you), the assets are structured to pass to a beneficiary, or beneficiaries, automatically upon your death, much like a will.Section five explains Power of Attorney, specifically durable power of attorney documents. These function as a written authorization empowering a person to execute personal and legal matters on your behalf. A good strategy may be to pick a person who either has some experience in these fields or has the necessary qualities to handle these decisions. This is often a spouse or adult child.Section five explains Power of Attorney, specifically durable power of attorney documents. These function as a written authorization empowering a person to execute personal and legal matters on your behalf. A good strategy may be to pick a person who either has some experience in these fields or has the necessary qualities to handle these decisions. This is often a spouse or adult child.The final portion lists the sources used in the creation of this infographic.The final portion lists the sources used in the creation of this infographic.

Start The Conversation