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UFS Bucket Plan

Created for You

Your personalized UFS Bucket Plan is built on a foundation of guaranteed income like Social Security, pensions and annuities to provide you with the retirement lifestyle you deserve.


Our advisors incorporate growth strategies designed to help you outpace inflation and continue living your retirement your way.

Long term healthcare, charitable giving, and preserving your estate for your heirs are included in your UFS Bucket Plan.


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UFS Bucket Plan

Retirement Income & Estate Preservation

Guaranteed Income PlanOther IncomeInvestment Plan (Growth)Estate Protection
  • Social Security
  • Pensions
  • Annuities
  • Farm Income
  • Rental Income
  • Mutual Funds
  • Managed Accounts
  • Stocks
  • Bonds
  • REITs
  • Life Insurance
  • Long Term Care Ins.
  • Tax Exempt Assets
  • Other Assets

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Universal Financial Strategies, 7431 O Street, Lincoln, NE 68510, and Osaic Wealth, Inc, are not affiliated entities.

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