Universal Financial Strategies
Lincoln, United States (US) · Finance and Banking
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#retirement income planning
#social security election strategies
#investments and asset management
#estate planning
#insurance (life
#health
#long-term care)
#principal protection and growth strategies
#risk-based portfolio models
#gifting
#529 plans
#and other wealth transfer strategies
#benefits plan optimization
Universal Financial Strategies is a Finance and Banking company based in Lincoln, United States (US), founded in 2003, with 2-10 employees. Universal Financial Strategies's profile is verified on Enterprise League.
Overview
Our approach centers around building a comprehensive UFS Bucket Plan, incorporating guaranteed income sources like Social Security and pensions alongside growth strategies to outpace inflation. We also address long-term healthcare, charitable giving, and estate planning considerations, ensuring a secure and fulfilling retirement.
What sets Universal Financial Strategies apart is our team-oriented approach, combining the expertise of four experienced Financial Advisors who collaborate closely to deliver tailored solutions. Unlike many firms, we operate as a cohesive unit, offering a level of personalized service and strategic planning focused on your unique needs.
Since 2003, we’ve been dedicated to helping clients achieve their retirement dreams, and we’re committed to acting as your trusted partner every step of the way. We are an independent advisory firm affiliated with Woodbury Financial Services.
Contact Details
Lincoln, United States (US), 7431 O ST
Founded
2003
Company Type
Partnership
Employees
2-10
Categories
Keywords
#retirement income planning
#social security election strategies
#investments and asset management
#estate planning
#insurance (life
#health
#long-term care)
#principal protection and growth strategies
#risk-based portfolio models
#gifting
#529 plans
#and other wealth transfer strategies
#benefits plan optimization
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