As a CPA, you are the most trusted professional in your clients’ financial lives. When they approach retirement, they naturally turn to you with questions about their entire financial picture. They want to know when to claim Social Security, how to structure their portfolio to avoid sequence of returns risk, and how to turn their accumulated assets into a reliable monthly income.
You know that tax preparation and retirement income planning are two different disciplines. But referring a valued client to a generic financial advisor or a large institutional firm is a risk. You need a partner who respects the relationship you have built and provides a level of service that reflects well on you.
At Uptrex Wealth Advisors, we specialize in the transition from wealth accumulation to income distribution. We do not replace the work you do. We complement it. When you refer a client to us, we work collaboratively with you to ensure their investment strategy and withdrawal sequence align with the tax strategies you have established.
We provide a transparent, low pressure environment for your clients. We start every relationship with a simple conversation to see if we are a good fit, ensuring your clients never feel sold to. Our goal is to be the trusted resource you can rely on when your clients need specialized retirement income planning.