Financial Planning

As a financial advisor, Universal Financial Consultants is focused on providing personalized financial planning to our clients through our professional advice and management services.

Financial Advisor

Our mission is to promote the long term financial well being of our clients. It is our intention to pool our talents, resources and years of experience in order to provide the most comprehensive and objective analysis possible. We will strive to work hand in hand with your existing advisors to build a synergistic effect that will empower you to achieve greater levels of financial freedom by having all of your trusted advisors see your goals and objectives from the same viewpoint, thereby maximizing your potential for financial security and success.

Contact us today at (800) 341-5433 or via this contact form for a no cost consultation on how to get your financial house in order in these trying times.

Latest Articles

● Leveraging Your Qualified And Non Qualified Plan Annuities For Tax Free Distributions

Let’s start with the qualified plan money first. Most people are taught by their tax advisor to put off taxation until retirement, whereby you will be in a lower tax bracket, because your income is lower. While that may be true, let’s analyze that a bit.

● Values Based Financial Planning To Generational Legacies For Your Children And Grandchildren

Values based planning offers an alternative to traditional planning. Here is a strategy where we consider utilizing the greatest single asset any family has, and that is the family itself, and the life value.

● Taking Control Of Your Money - In Service Non-Hardship Withdrawals

If you are tired of watching the Wall Street Casino drive your retirement dreams up and down, and not go anywhere, your should consider investigating the “In Service Non-Hardship Withdrawal” from your retirement plan.

● Family Banking Using Your Retirement Plan

Family banking is a phrase coined by the affluent that allows an individual or family to take full control of their assets and makes money available at a tremendously low cost.

● Tax Deductible Life Insurance

Can you buy tax deductible life insurance these days? Many say no, but they are wrong. You can get tax deductible life insurance and you don’t have to spend a bundle to get it.

Universal Financial Consultants Corporation
California Department of Insurance License #0D04014

Disclaimer:

Advisory services offered through Main Street Advisors, LLC, a registered investment advisor. OSJ Branch: 1407 Main Street, Hays, KS 67601. Universal Financial Consultants Corporation and MSA are separate and unrelated entities.

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