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:
- Retirement Planning
- Tax Planning Strategies
- Estate Planning
- Wealth Transfer Strategies
- Charitable Giving
- Business Owner Planning Solutions
Our Offerings
At Universal Capital, we offer a large array of investment products to help you achieve your investment objective.
Our Product Offerings:
- Bank CD, Structured CD, & Savings Accounts
- Stocks, Corporate, & Municipal Bonds
- Mutual Funds, ETFs, & UITs
- Investment Advisory Accounts
- Fixed, Indexed, & Variable Annuities
- Real Estate Investment Trust (REITs)
- Term Life, Whole Life, & Universal Indexed Life Insurance
- Alternative Investments & Commodities