Financial Planning
In order to develop an effective plan, we start with examining your current financial position and developing a road map to get you to your desired destination. Our plans are designed to combine comprehensive data into a simple and easy to follow approach.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. Primarily, people are living longer...a person who turns 65 today could be expected to live as many as 20 years in retirement.
Investment Management
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Estate Planning
Planning for the transfer of assets at death is a critical element of financial planning, especially if there are other individuals who are dependent upon the assets for their financial security. Planning for estate transfer can be as simple as drafting a will, which is essential.
Tax Strategies
No one enjoys paying taxes, but by working together we can develop strategies that fit your needs. At UWM, we use the proper tools to lower your present and future tax liabilities in order to fund retirement accounts with money that would otherwise go to Uncle Sam.
