BUSINESS INFORMATION
Business Name
Level Up Financial Planning, LLC

Business Description

Level Up Financial Planning is the next generation of financial planning for Gen X & Y.
Planning areas include the following: Budget, Debt Management, Stock Options, Tax Planning, Investment Planning, Retirement Planning, Estate Planning, Risk Management, & Education Planning
If your financial life is complicated and you can find value in working with a coach/planner, we have flexible pricing options that will allow you to pick the best program for your needs.

Primary NAICS Code
523930
Bonding Approved
No

CERTIFICATIONS
Self-Certification
Minority-Owned
CONTACT INFORMATION
Contact
Lucas
CFP / Owner





Address
3026 Denver Dr
Fort Collins, CO 80525

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