Who We Are

Samantha Upson FPQPTM

Administrative Paraplanner

Samantha graduated from the University of Cincinnati with a B.S. in Elementary Education and a M. Ed in Deaf Education.She has worked full-time in the financial industry since 2011 and is a Financial Paraplanner Qualified Professional (FPQPTM ) , formerly known as Registered Paraplanner RP®), earning her designation in 2012. Samantha is a lifelong resident of Cincinnati but has enjoyed traveling for missions work to Bolivia, Greece, Holland, Ivory Coast and Thailand.

In her free time, Samantha enjoys sports, needlepoint and gardening.

 

Global Missions Work



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000