At Universal Financial Strategies we work with clients on a fee or commission basis. Some clients would rather pay a one time commission than an ongoing annual fee. We respect that and work with our clients individually to meet their retirement planning needs.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We strive to develop long-term relationships with clients that encourage open and honest communication.
