Upperline Financial Planning, LLC is a registered investment adviser offering advisory services in the State of Louisiana and in other jurisdictions where exempted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNER TM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Upperline Financial Planning LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties, informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Advisory services are offered through Upperline Financial Planning LLC, an investment advisor firm domiciled in the State of Louisiana. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. The State of Louisiana,s Office of Financial Institutions can be reached at: http://www.ofi.state.la.us/.