What We Do

At UFinancial we work closely with you to understand your unique circumstances and resources.  We use this understanding, along with our extensive knowledge of financial services and products, to create a comprehensive financial plan, complete with recommendations.  Your UFinancial plan is designed to help you achieve prosperity as expressed by your objectives and your vision.  In the process we work cooperatively with your attorney and accountant, or help you find appropriate tax and legal professionals as necessary, to make your plan effective.