We offer a customized wealth management plan that will help coordinate tax, estate strategies, investment, and financial planning. It is most suitable for those who have financial planning needs that require ongoing review, recommendation, and coordination. It offers value added face-to-face meetings to assure that your customized wealth management plan is on track and continues to meet your needs.
Our customized wealth management plan covers the following areas:
At Universal Capital, we offer a large array of investment products to help you achieve your investment objective.
Our Product Offerings:
Our three step financial planning strategy will help ensure a well thought out and comprehensive wealth management plan.
A face-to-face meeting to discuss your current financial situation and determine what you want to accomplish.
Design a customized portfolio based on your financial goals, desires, and risk tolerance. We will discuss all trades and recommendations with you. No surprises.
Update your information, review, and rebalance your portfolio. Make recommendations to go forward.
How We Work
Your wealth management plan will include a comprehensive personal financial website where you can see all your portfolio holdings, including outside accounts. The website also features a secure vault where you can save documents such as trusts, wills, policies, and more.