Lightup Tax & Financial
Lighting Up the Way to Your Financial Success
At LightUp Tax & Financial Consulting, we offer a wide range of services, including tax planning, business solutions, estate planning, retirement planning and life insurance solutions. Our approach to financial planning is rooted in a deep understanding of our clients’ unique needs and aspirations. Our experienced team works closely with each client to develop personalized strategies that are designed to help them achieve financial success.
We value our clients and understand that their financial needs evolve throughout their lives. We are committed to building long-term relationships and providing the solutions to help our clients achieve what’s most important to them at every point in their journey. We take pride in offering high-quality solutions to help our clients protect their wealth and achieve their financial goals.
- Experienced
- Integrity
- Professional
- Results
Services
What We do
We provide advanced and integrated tax consulting and financial planning solutions for high net-worth individuals and small businesses.
Tax & Financial Planning
- Customized Financial Planning Services
- Personal Tax Consulting Services
- Strategic Tax Planning for Business
- Tax Optimization for Real Estate Investors
- Equity Compensation Planning (RSUs, ISOs, NQSOs, ESPP)
- Advdanced Solutions to Defer Large Capital Gain
- Estate Planning and Asset Protection
Small Business Solutions
- Qualified Retirement Plans
- 401(k)/403(b)/457
- SEP IRA
- SIMPLE IRA
- Cash Balance Plan
- Defined Benefit Plan
- Deferred Compensation Plan
- Business Planning and Advisory Services
- Business Entity Selection and Restructuring
- Business Expansion and Acquisition Analysis
- Key Person Benefit Plan
- Succession Planning
- Buy and sell agreements
- Partner Buyout Plan
- Estate and Trust Tax Planning
- Business Valuation and Transfer
Life Insurance Solutions
- Family Protection & Living Benefit
- Term Life Insurance
- Universal Life Insurance
- Whole Life Insurance
- Life Insurance Retirement Plan (LIRP)
- Irrevocable Life Insurance Trust (ILIT)
- Kai-Zen Plan
- Premium Financing Solutions
- Policy Review and Optimization
- 1035 Exchange
Retirement Annuity Solutions
- Retirement Planning
- Retirement Income Planning
- Long-Term Care Planning
- Social Security Benefit Optimization
- Qualified Plan Distribution Tax Strategy
- Retirement Portfolio Risk Management
- Annuity Solutions
- Single Premium Immediate Annuities (SPIA)
- Fixed Annuities (MYGA)
- Fixed Indexed Annuities (FIA)
Why Choose us
Experience
Our team of professionals has decades of experience providing tax and financial planning services. We have deep understanding of the complexities of tax laws and extensive financial planning knowledge that can provide customized solutions to meet your unique needs.
Professional
Our team of professionals includes CPAs, financial planners, and insurance experts with a wide range of expertise. This means that we have the knowledge and skills necessary to address even the most complex financial situations.
Integrity
We believe in providing our clients with honest and transparent advice. Our commitment to fiduciary standard means that you can trust us to provide unbiased advice and guidance to help you achieve your financial goals.
Results
We measure our success by the success of our clients. We have a proven track record of helping high net worth individuals and small business owners achieve their financial goals, and we are committed to helping you do the same.
