Who We Serve
Our innovative business model enables us to work with nearly anybody. We have no minimums or product requirements, so it doesn’t matter how much you earn, how young or old you are, or where you are financially – we can look at each client and their goals uniquely, without the common conflicts you might encounter at another firm.
While our client base is quite diverse, the majority of our clients fall into the following four groups:
- Retirees and those approaching retirement
- Physicians and the medical community
- Entrepreneurs
- Young Professionals
Contact Us
Ready to get started on planning your financial future? It’s easy to schedule a free consultation – Introductory meetings are typically 60 minutes and provide an opportunity for us to get to know each other and determine if and how we can move forward.
If you’d like to know more, please complete the short form below and I’ll contact you. Prefer actual email addresses? Mine is jude@upperlinefinancial.com. Let’s talk.