Universal Financial Strategies -
 
 Universal Financial Strategies        A Retirement Investing Firm

A Retirement Investing Firm

 
 
 
 
 
 
 
 
 
If you are you concerned about running out of money during retirement, give us a call at 323-8143.   We would like to help you live a comfortable and secure retirement.
 
As Financial Advisors and owners of Universal Financial Strategies, a local, independent retirement investing firm, we:
  • Would like to understand your goals and help you achieve them
  • Offer unbiased, independent retirement planning advice
  • Know we must earn each client's trust

Get to know us better.  Listen to us on America's Wealth Management Show (KLIN 1400 AM) every weekend.  We'll provide you with ideas designed to help you achieve a successful retirement.

 
Sponsored Locally by
Universal Financial Strategies 
Saturdays 7-9am & Sundays 9-11am 
 
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*Listen live during scheduled show times

Our lively on air discussions will encompass many financial topics, including:

  • Retirement Income Strategies
  • Wealth Management Strategies
  • Tax Savings Strategies
  • And much more...

Please call us at 323-8141 for your Wealth Management needs.

Click on "Our Firm" under "About Us", on the right side of your screen to learn more about Universal Financial Strategies.





Retirement Income Strategies, Wealth Transfer Strategies, Investment Management Strategies, Tax Savings Strategies
 
Universal Financial Strategies is Locally Owned and Operated by Partners, Michael D. Puls, Financial Advisor, James V. Predoehl, Financial Advisor and Douglas A.Thompson, Financial Advisor.

 
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Mike Puls, James Predoehl, and Doug Thompson are Investment Advisor Representatives of, and offer Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164, 800-800-2638, Member FINRA, SIPC, and Registered Investment Advisor. Universal Financial Strategies and Woodbury Financial Services, Inc. are not affiliated entities.  Woodbury Financial Services, Inc. and its representatives do not offer tax or legal advice.  Investors should check with their personal tax or legal advisor for specific guidance regarding their individual situation. 
 
Services offered only where licensed to do business. Currently licensed in: CO, FL, KS, IN, ME, NE, WA