Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners

Alicia Schonberger & Lyle Schonberger, Upstream Investment Partners Private Wealth Managers. Bringing financial confidence to people in life transitions - GROW through it, don’t just GO through it! Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o

f the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/17/2026

Are you confusing risk tolerance with risk capacity? It could cost you your retirement goals 😬

06/15/2026

Your ex might still inherit your 401k even if your will says otherwise 😱

06/12/2026

Taking Social Security early while working? Here's what you need to know about the earnings test 💡

06/10/2026

Market risk vs. sequence risk: Know the difference before retirement 📉

06/08/2026

Your withdrawal timing could save or cost you tens of thousands in taxes 💰

06/05/2026

3 market cycle stages investors consistently get wrong 📉📈

06/03/2026

3 hidden risks inside target date funds could derail your retirement plan 🚨

06/01/2026

Certain asset classes actually thrive during inflation 📈

05/29/2026

Your withdrawal sequence matters more than your retirement date 💰

Address

200 E. Big Beaver Road
Troy, MI
48083

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12484574550

Website

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