Andrew W.
11/12/2019
Absolutely the best financial planner you could find. Lucas truly cares about our financial well being. We've been working with Lucas for over 2 years now, and so far he has helped us successfully...
Level Up Financial Planning
Closed
(3)
Photos
Timnath, CO 80547
Level Up Financial Planning is a financial planning firm based in Timnath, CO, specializing in serving tech professionals. With a focus on achieving financial clarity, confidence, and abundance, Level Up offers multiple levels of service, including education, planning, wealth management, and team workshops. Founder Lucas Casarez, a Certified Financial Planner, prioritizes trust, transparency, and collaboration in his client relationships, ensuring that their interests are always at the heart of every plan and recommendation.
Lucas Casarez's approach to financial planning is driven by his belief that money and wealth are not the ultimate goals, but rather living an amazing life is. As a proud member of the financial planning community, Lucas has been featured on various podcasts and provides valuable resources, such as strategy guides and educational videos, to help clients navigate topics like taxes, retirement accounts, charitable giving, and more. With a commitment to fee-only financial planning and a fiduciary standard, Level Up Financial Planning is dedicated to empowering tech professionals to level up their financial lives and achieve their goals.
Generated from the website
Reviews
5.03 reviews
Amanda K.
3/25/2018
Lucas is an amazing financial planner and I would recommend him to anyone and everyone. He truly cares about me and my family not just in the financial aspect but also us as people. We have...
Heidi M.
12/18/2017
Lucas is amazing! Even on the very first meeting he opened up our perception and gave us some very tactical strategies. As entrepreneurs, appreciate the value of bringing in experts for things...
See a problem?
