Upward Financial Planning

Upward Financial Planning is a fee-only financial planning firm based in Roanoke, Virginia that serves clients locally and beyond. We specialize in helping you plan for retirement. We help both retirees, pre-retirees, and young professionals grow their wealth and plan for lifestyle needs in retirement by crafting a comprehensive financial plan for investments, insurance, tax mitigation, retirement, and estate planning.

Everyone’s financial situation is different, but there are many similarities among those who are looking to retire soon or wish to invest money for their future. If you have questions about your finances, investments, or retirement, please call or email today to schedule a free consultation with Daniel.