Universal Finance

Universal Finance is a financial security planning firm. We offer a wide range of financial services and products to select individuals, families, and small businesses, providing personalized and fee-based investment, retirement and insurance planning, to help them achieve their financial goals. As financial security planning firm we provide our clients with objective and comprehensive advice on a wide variety of financial security matters. In addition, we're also able to implement these recommendations and can assist our clients by providing products from a range of financial institutions. We currently offer services that include Financial Security Planning, Estate Planning & Tax Strategies, Retirement Planning and Insurance Analysis. In addition, we also offer financial security planning services to our corporate clients and can assist with Employee Benefit Plans, Key-Man Insurance and Buy/Sell Agreement Funding.