how can we help you?
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.
“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