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.