Level Up Your Money

Flat Fee Fiduciary Financial Planning & Investment Management

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Modern, Non-stuffy and High-tech

We believe everyone deserves access to professional financial advice. No minimums, no judgment, and no jargon. And you can meet with us from the comfort of your own home via video conferencing and paperless systems.

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A Progressive Financial Partner

You don't just want financial advice. You want a simple experience. You want high-tech virtual access that works around your schedule. And you want your money to make a positive impact in your life, in your community, and in the world.

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E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals

The Solo 401(k) is one of the best retirement plans available to business owners and can give you lots of flexibility when it comes to managing taxes and saving for retirement.

E212: Can a 529 Be Rolled Into a Roth IRA?

Under certain circumstances, a 529 to Roth IRA rollover can be a great way to use extra 529 funds in a tax-efficient way that benefits your child.

E211: The Benefits of Working With a Flat Fee Financial Advisor

If you are interested in getting help with financial planning and investment management and you want to keep costs under control while avoiding conflicts of interest, consider working with a flat fee financial advisor. It can be a great way to level up your money.

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