Lucas  Casarez
Lucas Casarez

Level Up Financial Planning, LLC

Fee-Only Financial Planner serving the Fort Collins, CO area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

3026 Denver Dr
Fort Collins, CO 80525

Lucas Casarez is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Lucas Casarez is a Fee Only Financial planner in Fort Collins, CO. Lucas Casarez is a NAPFA-Registered Financial Advisor.