Team TEAM FocusAt Universal Financial Strategies, we believe our TEAM focus adds a broader perspective to all we do and provides increased benefits to our clients. All four of our Financial Advisors work together to create innovative retirement plans and strategies for our clients. Unlike other financial organizations, our advisors are not competing for business but working as a TEAM to help each of our clients reach their retirement goals. As a client, you may benefit from the knowledge of four experienced, licensed Financial Advisors rather than one.We can help you address:Retirement investing and distribution strategiesSocial Security election timing strategies to increase incomeEstate conservation, growth and transfer strategies (ask about our free one-hour review with a local estate planning attorney)Risk management strategiesCatastrophic healthcare strategiesTax management strategiesWe can also answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings for children and grandchildren?What are the elements of a sound estate strategy? How can I leave more money to my family and favorite charities?Do I have enough life insurance for my family?How can I prepare for Long Term Care expenses?Will my net worth continue to grow as I take retirement income from my investment portfolio?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Mike Puls Financial Advisor/Partner 402-323-8141 [email protected] Mike is a lifelong Lincoln, Nebraska resident and a graduate of the University of Nebraska. He has been an Independent Financial Advisor with Woodbury Financial Services, Inc. since October of 2003. Previously, Mike was with AG Edwards... Read more James V. Predoehl Financial Advisor/Partner 402-323-8141 [email protected] James Predoehl is a Partner with Universal Financial Strategies and a Financial Advisor with Woodbury Financial Services, Inc., and a bonded Notary Public. He graduated from the University of Nebraska with B.S. Degrees in Economics and... Read more Douglas A. Thompson Financial Advisor/Partner 402-323-8141 [email protected] Doug Thompson is a Partner with Universal Financial Strategies and a Financial Advisor with Woodbury Financial Services, Inc. He is a lifelong Lincoln, Nebraska resident and a graduate of the University of Nebraska. Doug and his wife,... Read more Jeff Koolen, CFP® Financial Advisor/Partner 402-323-8141 [email protected] Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional, A Partner with Universal Financial Strategies and Financial Advisor with Woodbury Financial Services, Inc. With more than 15 years of experience in the insurance and financial... Read more Kayla Van Dyke Client Services Specialist / Office Manager 402-323-8141 [email protected] Kayla Van Dyke is a Client Services Specialist / Office Manager with Universal Financial Strategies. She has been a valuable part of the team since 2010. Read more J. Sherman Bixby Financial Advisor 531-500-0526 [email protected] Sherm has been a financial advisor for 33 years, where he has gained knowledge and experience providing professional customer solutions. Prior to coming to Universal Financial Strategies, Sherm gained considerable experience for 27... Read more Gretchen Corey Financial ParaPlanner 402-323-8141 [email protected] Gretchen has been in the financial industry since 2000. She is responsible for managing client services and day to day operations. She is the primary contact for clients and enjoys helping the clients by responding to their requests... Read more Have a Question? Name Email Question Thank you! Oops!