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Clarity.  Simplicity.  Transparency.

We aim to help you sort through the noise, seeking out simple, cost-efficient solutions when possible, and to help you ‘de-stress’ by making all costs completely transparent.

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We strive to be our client’s trusted advisor.

Innovative Solutions in Retirement Planning

Our business is problem solving.  Our special focus is on making underutilized 'tax smart' retirement strategies available to individuals, families, and small businesses. These strategies may allow for greatly enhanced current year tax deductions and accelerated accumulation of retirement assets.

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We offer assistance with retirement income planning, and look to alert clients to the possible benefits of cash balance plans, solo DB plans, and solo 401k’s.

Sector Specific Investment Strategies

Community Bank Stocks

We have over two decades of experience investing in the community banking industry, working with publicly and privately held banks, bank executives, bank board members, and major stakeholders in community banks.

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We love discussing opportunities in the community banking industry, so call us at any time!

 

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Latest Blog Posts

Upland Financial Management: What, and why?

Submitted by Upland Financial Management LLC on January 24th, 2017

What is Upland Financial Management?

Upland Financial Management is a fee-only Registered Investment Advisor (RIA). That means we act as a fiduciary, and charge fees rather than commissions. A fiduciary standard means that we must act solely in your best interests when providing financial advice.

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Bank Stocks - The Outlook for 2017

Submitted by Upland Financial Management LLC on January 15th, 2017

Bank Stocks - My 2017 Guess
After a very strong year end run, can it continue?

Banks closed out 2016 with a very strong run following the presidential election in November. I don’t think I’m going out on a limb to say that the result of the election caught almost all of us by surprise.

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Five Things You Should Expect From Your Financial Advisor

Submitted by Upland Financial Management LLC on February 18th, 2016

In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.

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  •   400 126th Avenue, Hudson, WI 54016
  •   847-770-1349
  •   brian@uplandfm.com

  

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