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Financial Planning and Advisory Services

First and foremost, the advisors at Upstream Investment Partners lead with the development of a financial plan, not blanket product selection or investment recommendations. We understand that the best financial plans are holistic in nature and incorporate all aspects of your financial life, including: investments, insurance, tax planning, Social Security strategies and estate planning.Throughout our comprehensive financial planning process, we help our clients identify and answer critical questions, such as: 

  • How do I avoid running out of money in retirement?
  • How can I reduce the effects of market volatility on my retirement?
  • How can I potentially reduce the tax burden on my investments?
  • How do I provide for my spouse or loved ones after my passing?
  • How can I fund my grandchild’s college, a gift to charity and similar?

By taking a holistic approach, we look at all angles and are able to analyze and advise on your entire financial situation.

Our knowledgeable financial advisors will analyze your accounts and make adjustments based on economic conditions, inflation and interest rates. This way, we can help manage income throughout retirement by also planning for taxes, fees and risk in our recommendations.

Finally, as part of that financial plan, we make a commitment to put the needs of the client first. In addition, our commitment to our clients includes disclosing how we will be compensated for our financial advisory services.

Click here to learn more about our Holistic Planning Process.