Meet the advisor…
Sean Caldwell, CERTIFIED FINANCIAL PLANNER® has been managing investments for over 25 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. Most of our clients meet remotely. In person meetings are available at our office in Forsyth County, Georgia, or our office in downtown Clearwater, Florida.
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.
“CFP Board owns the marks CFP®,
CERTIFIED FINANCIAL PLANNER®, and
CFP® (with plaque design) in the U.S.”
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