Take your financial confidence to the next level

 Virtually out of Fort Collins, Colorado
Fee-Only 

Life is Easier With A Strategy Guide

Beginner

Early on in your career, you may not have a lot of complexity. It is still important to understand how all of the new pieces of your financial life work so that you can plan with confidence.

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Normal

Most people that are well into their career are facing complex financial decisions. Having a personally designed strategy guide will provide you the clarity, focus, and confidence to achieve your goals.

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Expert

Do you enjoy handling your financial planning, but want an expert second opinion? You may find value in working with Level Up Financial Planning on a Mini Plan.

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The Level Up Difference

Created with you in mind

You deserve a professional relationship that puts your success first and foremost. Other than your immediate family, no one will care more about your financial well being than I do for my clients. Traditional financial services are not built to serve individuals without large retirement assets. I am here to fill that void and help you have the confidence you need to live your great life.

Complimentary Consultation Value Provided to Clients

Wealth Builder

Wealth Potential Assessment Financial Education Project Long-Term Potential Accountability Partner No Asset Minimum  No Experience Required  learn more

Address Complex Decisions

Spending Vs. Saving
Debt Repayment Vs. Investing Rent Vs. Buy
Career Change
Employer Stock Analysis Tax Planning
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Wealth Management

Understand Your Investments
Risk Assessment
Low Cost Investments Diversification
Tax Strategy
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Grow With You & Your Family

Combining Finances
Proper Life Insurance Coverage Planning for Children
Relocation Analysis
Monitor Probability of Success
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Level Up Financial Planning’s Why

Have you ever thought to yourself, this does not feel right, there haves to be a better way??? That is exactly the feeling I had when it came to financial planning and my previous employers. I understand businesses are created to make profits, but it should not dominate your why and be the reason why you want clients to work with you. Luckily, I had another option. START Level Up Financial Planning and build it from the ground up to be focused on providing a ridiculous amount of value for my clients. I am personally vested in your success and am genuinely excited about all of the cool and fun things you have planned for your life. I have seen the dramatic difference that providing education, clarity, focus, and accountability has on my clients’ current financial confidence and the impact it has on their wealth potential. I look forward to helping you discover the financial balance between enjoying life now but also ensuring a future that you can be excited about.

Lucas Casarez

Certified Financial Planner ™


Professional Bio

Lucas’ foundation of financial interest was rooted in his first few years of employment at a local community bank in Illinois. After discovering the impact financial planning has on peoples’ lives he moved to Fort Collins, Colorado to attend Colorado State University, which he graduated from in 2014 with a focus on Financial Planning. Following graduation, Lucas worked for a top independent financial advisor in Northern Colorado where he served pre-retirees and retirees in building financial plans that aligned with their goals. Wanting to make a greater impact on his clients’ financial lives, Lucas started Level Up Financial Planning, LLC to bring financial planning to young professionals and growing families.

Personal Bio

Lucas and his wife, Brittany, are originally from Round Lake, Illinois. They moved to Fort Collins, CO in 2011 and it quickly became home. Their son, Avery, was born in 2017 and it changed their lives in many amazing ways. They also have two loving dogs, Oakley & Jackson. In addition to hanging out as a family, they love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.

Affiliations

All of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.

–Signed Fiduciary Oath

NAPFA and the Fee-Only Network both require that I only receive payments from my clients. That means you will never be steered into a product that is not in your best interest. I have nothing to sell and receive no commissions. Being a Certified Financial Planner professional means that I have met rigorous requirements (education, experience, ethics, and testing). This requirement assures my clients that I’m able to help them build a comprehensive financial plan. The XY Planning Network is an organization that supports financial planners who wish to serve their peers in Gen X & Y, traditionally an underserved market. Pledge 1% is a global movement where businesses can formalize their commitment to giving back.

Want Strategy Guides by E-Mail?

Latest Strategy Guides

Education is an important value that we hope to provide.  Reading our blog is one of the ways we provide that education.  Contact us if you’d like to suggest a topic for our next blog or webinar.
Why Level Up Financial Planning is different

Why Level Up Financial Planning?

If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]

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December 10, 2018 0
Should I Do a Roth Conversion

Should I Do a Roth Conversion This Year Strategy Guide

  With the end of the tax year approaching for 2018, you may want to consider whether you should do a Roth conversion this year. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook. The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy[…]

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December 2, 2018 0
Retiring early

How to Retire Early Strategy Guide

  Can you really retire early? Yes, you can, but it takes a lot of hard work and discipline to first plan a strategy and then stick to it. There are a bunch of early retirement bloggers out there and although they share a lot of solid nuggets of information, it only takes one error to completely derail your plans. I will outline what it takes to retire early and a few common landmines to[…]

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November 24, 2018 0

Get in Touch

 

We’d love to hear from you.
Prefer to talk by e-mail rather than a formal meeting.  Use the contact sheet or my direct e-mail below.
Contact info

Virtually Out Of Fort Collins, CO

970-222-6783

lucas@levelupfinancialplanning.com

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