Financial Planning


Most people spend more time planning their summer vacation than their financial future. It is crucial to have a solid financial plan in order to achieve your retirement dreams. Very few people achieve their dreams by accident.

Our expert advisers can help you create a financial plan that will ensure your future is secure. From tax-sheltered plans to tax-free plans we can provide common options and even options you may have never heard about. Our firm specializes in financial products that guarantee financial safety and security so our clients can rest assured that their retirement income will be there when its needed. During times of market uncertainty, we can provide guaranteed lifetime income so our clients don’t ever have to worry about losses due to market volatility.

Whether your estate needs a legal Will or Trust, we can provide the expertise to protect your assets. Our financial advisers and attorneys are experts is all facets of estate planning.

Contact us today to set up your free consultation to learn how we can help you create your personalized financial plan.

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“Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Universal Retirement designed a plan for us that works great because I can make contributions when I have a good month.

When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.

They really understood our needs and designed a plan that was perfect for our family!”

Michelle Grant
Realtor, Realty One Group