Team
TEAM Focus
At 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 strategies
- Social Security election timing strategies to increase income
- Estate conservation, growth and transfer strategies (ask about our free one-hour review with a local estate planning attorney)
- Risk management strategies
- Catastrophic healthcare strategies
- Tax management strategies
We 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.
James V. Predoehl
Financial Advisor/Partner
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...
Douglas A. Thompson
Financial Advisor/Partner
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,...
Jeff Koolen, CFP®
Financial Advisor/Partner
Jeff is a CERTIFIED FINANCIAL PLANNER™ Professional, A Partner with Universal Financial Strategies and Financial Advisor with Woodbury Financial Services, Inc. With more than 22 years of experience in the insurance and financial...
Bryce Williby, CFP®
Financial Advisor
Bryce joins Universal Financial Strategies with more than 20 years of experience in the insurance and financial services industry. He is a Financial Advisor with Woodbury Financial Services, Inc. Prior to joining the team, he spent the...
Gretchen Corey
Registered Representative
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