At Up Financial, we specialize in guiding you through Liquidity Events—rare, often once-in-a-lifetime situations that can present complex tax, legal, investment, and emotional challenges. We provide expert advice to help you navigate these events with confidence and minimize any potential hurdles.
Interested?
If you are interested in this item and have some questions, feel free send an inquiry.
Click Here
On the Go?
Scan our QR code and use your phone to access our catalog.
Steven Theimer, CFP®, RRC® - Up Financial is a proud member of
Penticton & Wine Country Chamber of Commerce (BC)
Click Here to Learn MoreCommunity Sponsors