Meet the advisor…
Sean Caldwell has been managing investments for over 20 years. He graduated with honors from The Wharton School at the University of Pennsylvania and began a journey of wealth management at the same time he began building a family.
With four children, he knows what it’s like to fund education goals, save for retirement, and enjoy life along the way. He’s helped many people and families set a great path toward retirement. In person meetings are available in our office in Clearwater, Florida or our office near Atlanta, Georgia.
Upright Financial Group. We’re a fee-only fiduciary and don’t sell any commissioned products.
Schedule your first phone call or visit. We look forward to serving you.
Sean was recently featured on Fox Business Network. Here’s a brief look at how he enjoys helping families plan for a big retirement. The video highlights a plan he detailed in his new book: “Building the Roth Rocket: How to help your kids prepare for retirement success.” Amazon link.
Upright Financial Group is ready to help you build a brighter future.
We partner with individuals and families to help:
- Create a plan that will help you grow investments and reach your goals.
- Retirement age cash flow projections.
- Save for life goals like a child's education or a new home.
- Optimize your investments for long-term low-cost growth while minimizing risk.
- Explore additional paths to retirement for the self-employed like SEP and Simple IRA's
- Backdoor Roth conversions.
- Inheritance investing.
- Business planning.
- Transition from working to retirement with confidence.
- Estate planning & tax optimization.
- Transition from a high-tax state to a low-tax state.
- FIRE & Gen Y/Millennials, Business Executives, Entrepreneurs, Government, Healthcare, and Entertainment professionals.
Upright Financial Group
331 Cleveland St
Clearwater, FL 33755
727-444-3000