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Upright Planning

15245 Shady Grove Road, Suite 310  |  Rockville, MD 20850
301-928-9573  |  Fax: 240-316-3800
admin@uprightplanning.com

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Upright Planning, LLC and IFG are not affiliated entities.

Licensed to conduct securities business in the following states: CA, DC, DE, FL, IL, MD, MI, NV, NY, PA, TX , VA & WY.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites. Past performance is no guarantee of future results. Diversification does not ensure a profit or protect against loss in a declining market. All contract guarantees and payout rates are subject to the claims-paying ability and financial strength of the issuing insurance company.

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract.