Our Process

We believe in creating comprehensive wealth management plans that address your wants and needs. Rather than putting a client in a cookie-cutter mold, we go through an in-depth process to learn more about your situation and create a plan that works for you.

When you meet with a financial professional at Universal Financial Strategies, you will discuss:

• Your goals and objectives
• Your individual risk tolerance
• What you like or dislike about your current wealth management plan
• What works or has not worked for you in the past
• The most suitable wealth management plan that gives you the best opportunity to achieve your goals

Our goals are to craft a plan that will provide predictable retirement income that you won’t outlive and getting to know you and your family on a deeper level. Contact us today to see where your comprehensive wealth management plan can take you.