Lucas Casarez, CFP® Level Up Financial Planning, LLC
- Virtual Out Of, Fort Collins, CO 80525
- (970) 222-6783
- yhpnf@yriryhcsvanapvnycynaavat.pbz
- http://www.levelupfinancialplanning.com/
About Lucas Casarez, CFP®
Have you ever thought to yourself, this does not feel right, there haves to be a better way??? That is exactly the feeling I had when it came to financial planning and my previous employers. I understand businesses are created to make profits, but it should not dominate your why and be the reason why you want clients to work with you.
Luckily, I had another option. START Level Up Financial Planning and build it from the ground up to be focused on providing a ridiculous amount of value for my clients. I am personally vested in your success and am genuinely excited about all the cool and fun things you have planned for your life.
I have seen the dramatic difference that providing education, clarity, focus, and accountability has on my clients’ current financial confidence and the impact it has on their wealth potential.
I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.
Recently Published
Financial Independence Is In Your Control
July 6, 2020I’m excited today to be talking about how financial independence is in your control. One of the biggest factors in whether you will be successful in reaching financial independence is first believing that you can achieve this goal. How to increase your financial confidence How your incomes impact your ability to reach financial independence Understand that everyone has their unique financial challenges Creating your own opportunities for success Remember everyone starts with a different financial…
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The post Financial Independence Is In Your Control appeared first on Level Up Financial Planning.
Building Your Tech Community with Danny Thompson
June 30, 2020Danny Thompson is a passionate software engineer who is on a personal mission to help people find their path into tech. This episode is packed with great information and action items on how to stand out as you seek to land that first or next developer position. Here are just a few of the pieces of wisdom Danny provides in this episode. PHD Not Required Free CodeCamp Benefits of Meetups & Finding and Building Community…
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The post Building Your Tech Community with Danny Thompson appeared first on Level Up Financial Planning.
How to Avoid the Gift Tax
June 25, 2020Are you afraid of the big bad gift tax? Although you can pay the gift tax if you want to, the good news is that you do not need to. There are a couple of different ways you can gift to your loved ones and avoid paying any taxes. Sound good? I’m writing this strategy guide because it is common for non-tax experts providing tax advice and when it comes to gifting, there is the…
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The post How to Avoid the Gift Tax appeared first on Level Up Financial Planning.
Ideal Clients
- Engineering Professionals
- Gen X
- Parents
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $100+
- Hourly: $200
- Flat Fee: $400+
- Aum: 0.9%
