We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
Handy is an Angie's List national platform partner. With Handy, you can book a transparent, fixed price home service with an independent professional any day from 7 am to 11 pm. Professionals booked through Handy are experts across a range of home services, including home cleaning, handyman services, painting, lawn care, and more. They have collectively performed over 3 million projects across 250 locations. Handy, through the Handy platform, offers technology and information to book home services, but does not itself provide these services. The provision of services is the responsibility of independent professionals scheduled through the Handy platform. Tasks booked and paid for directly through the Handy platform are performed by background checked professionals*, and are backed by the Handy Happiness Guarantee**. Notes: * Handy screens handyman and cleaning professionals that you book and pay for directly through the Handy platform. This process involves: a) Pre-screenings – Potential Professionals must provide detailed personal information, and validate their home service experience. b) Credential Verification – Handy partners with Jumio to use computer vision technology to verify the identification credentials of potential professionals. c) Background Check – The background check screening is performed by Checkr, an accredited third-party background check provider. Checkr's search includes national, state, and county databases stretching back at least 7 years, and longer in certain jurisdictions. The purpose of these checks is to identify offenses that may disqualify potential professionals from using Handy. You can learn more about Handy's screening and background check process at www.handy.com/trust-and-safety ** Handy backs all bookings made through its platform with the Handy Happiness Guarantee. Handy strives to match you with the right pro for you and your home every time. If you're not satisfied with the quality of the service you booked and paid for directly on the Handy platform, Handy will send another pro at no extra charge for your next booking. Additionally, In the rare event of damage, Handy's got your back. Bookings made and paid for directly on the Handy platform are insured. You can learn more about Handy's screening and background check process at www.handy.com/handy-guarantee
Description of Work
They are great they did a fundraiser for my organization earned over $30,000.
Bill payment, electric, gas, water, move in deposit, shelter, foreclosure help, food, clothing, home repair, childrens sports payment