Solo 401k or SEP IRA? Get it right for your future and your taxes
Talk to a Certified Financial Planner™ about a retirement plan that fits your income, reduces taxes, and supports your goals.

Backed by world-class fintech execs and founders from

The right retirement strategy starts here
    How it works
    1
    We get to know you.
    We cover everything about your business and also about your personal finances. Because both matter.
    2
    Get a comprehensive plan.
    We’ll identify opportunities to reduce your tax burden—from estimated taxes to retirement contributions to business expense strategy.
    3
    We’re here for you.
    Meet your advisor over video and message them any time, as much as you want.
    Traditional financial advisors:
    Don’t have small business expertise
    Don’t understand entity structure or tax planning
    Can cost tens of thousands of dollars per year
    Only available to high net-worth individuals
    Are low-tech
    Are focused on AUM
    Are limited to their own products

    As seen in

    Financial advisory, as unique as your small business
    Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
    Freelancers and agency owners
    Creators
    Private practices and healthcare providers
    Real estate agents and property managers
    Restaurant owners
    You don’t need to pay more for the best financial advice
    Essential
    Comprehensive, personalized financial planning for your business and for you
    Unlimited messaging with your advisor
    Continuous monitoring of your finances for new opportunities
    Unbiased advice personalized to your business and your personal finances
    $150/month
    billed quarterly
    Premium
    Everything included in Essential, plus:
    45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan
    45-minute video call to review your personalized financial plan
    Additional calls as needed
    $267/month
    billed quarterly
    Complete
    Everything included in Premium, plus:
    Federal + state filing for both business and personal
    Quarterly estimated tax guidance
    S Corp election support, if applicable
    Integrated tax services provided by a licensed tax partner
    $417/month
    billed quarterly
    Frequently asked questions
    What can I expect from you?
    Do you serve people outside the US?
    How are you able to make this so affordable?
    Who is this for?
    How does the money-back guarantee work?
    Build long-term wealth as a business owner
    Partner with a CFP® professional who specializes in small business.