Our philosophy revolves around understanding that true financial success is about creating a roadmap for your entire financial future. From taxes and retirement plans to estate plans and beyond, we provide advice that considers your dreams and goals.
CUSTOMPLANSFOREVERYSINGLESTAGEOFLIFE.
We create financial strategies tailored to your goals.
What Matters Most
Take care of loved ones with detailed estate planning.
Financial Strategies
A sound financial roadmap is just the start.
Life’s Milestones
Financial advice for every situation.
Contact us
If you need any info please contact us!
Our office address
203 Dartmouth Drive
Midland, MI 48640
Mail for information:
luke@upstreamip.com
Contact Us
989-486-9798
For any inquiries relating to our services, feel free to reach us out