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.

Key Money Moments: 4 Times You Should Talk to a Pro

Investment Read Time: 3 min
The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The top of the infographic has a small circular labyrinth and a path exiting the labyrinth that leads down to the title of the infographic. The title is Four Times You Should Consider Talking to a Financial Pro.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the first image and text. The image is a baby being held in hands and facing the camera, with the title underneath reading, Expected Life Changes. The text underneath reads, there are some life changes that you anticipate: a new baby, a new marriage, a new home. But exciting changes may bring additional financial responsibilities. Your financial pro can offer crucial insights at these moments.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth leads down to the second image and text. The image is of a person sitting at a desk across from a couple who has documents in front of them. The person across from the couple is handing a pencil to one person in the couple. The title below the image is Unexpected Life Changes. The text underneath the image reads, what happens after you sell your business or decide to invest in one? Your financial pro can help with managing proceeds, structuring payments, and looking out for your best interests.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the third image and text. The image is of two men carrying backpacks and coffee walking through a European-style city, held in hands and facing the camera, with the title underneath reading, A Big Cash Outlay. The text underneath reads: Thinking of purchasing a vacation home or partnering with a family member on an investment? Your financial pro can help you ask the right questions and ensure you're clear on risks, possible rewards, and any impact on your overall investment strategy.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.The path from the labyrinth goes down to the fourth and final image and text. The image shows a woman and a man hiking on a green cliff overlooking a beach and the ocean. The title underneath reads, Nearing Retirement. The text underneath reads: Timing your retirement is one of the biggest lifestyle decisions you’ll make. It’s important to make sure your investments are prepared for the next stage of your life. Your financial pro can review your investment strategy and see if you need to adjust your approach.

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