Financial Planning

Financial Planning

At UWM, we believe that planning is fundamental to attaining one’s financial goals. In actuality, the purpose of an investment portfolio is to fund current and/or future financial objectives. The design of the portfolio must take into account one’s financial objectives, tolerance for risk, need for current income or liquidity, and special considerations such as income and estate taxes. As fiduciaries for our clients, we strive to obtain the most appropriate investment vehicles, with an eye towards risk, time horizon, taxes and expenses.

Contact us to learn more about our financial planning services:

  • Comprehensive Financial Analysis
  • Education Planning Strategies
  • Insurance Review: Life and Annuity Contracts
  • Review and/or Recommend Essential Estate Planning Documents
  • Financial Coaching: 6 or 12 sessions
  • Annual Retainer
  • Hourly Rate Services