We believe that building and preserving your wealth is the primary objective when investing for the future. This requires a careful assessment of your investment goals, followed by a customized solution that considers your unique needs and the changing market environment. We offer a customized wealth management plan that will help coordinate tax, estate strategies, investment, and financial planning.
It is most suitable for those who have financial planning needs that require ongoing review, recommendation, and coordination. It offers value added face-to-face meetings to assure that your customized wealth management plan is on track and continues to meet your needs. At Universal Capital, we offer a large array of investment products to help you achieve your investment objective.
It is most suitable for those who have financial planning needs that require ongoing review, recommendation, and coordination. It offers value added face-to-face meetings to assure that your customized wealth management plan is on track and continues to meet your needs. At Universal Capital, we offer a large array of investment products to help you achieve your investment objective.
Services
Universal Capital wealth management offers financial planning and portfolio management services with a full range of financial products and services for over twenty years. We help our clients work towards achieving specific financial goals that will also provide for future generations.
Wealth management is extremely valuable not only for the ultra-wealthy, but also for investors of more modest means who have meaningful long-term wealth aspirations.We provide guidance across a wide spectrum of investments including cash, fixed-income, equities, and alternative investments. We create a portfolio of assets that meets the investor's risk tolerance while also offering the opportunity for growth.
Wealth management is extremely valuable not only for the ultra-wealthy, but also for investors of more modest means who have meaningful long-term wealth aspirations.We provide guidance across a wide spectrum of investments including cash, fixed-income, equities, and alternative investments. We create a portfolio of assets that meets the investor's risk tolerance while also offering the opportunity for growth.
When saving for retirement, Baby Boomers primarily focus on the accumulation phase. Very few people pay attention to the period after retirement, when the individual must manage his/her investments and distribute money from the accumulated assets. At Universal Capital, we specialize in helping pre-retirees get financially ready to transition from their working years to their retirement years.
During the past decade, the dramatic cycle of ups and downs in the financial world have left many of us wondering about the future. The most common question has been "What are the best options for growing my assets and generating enough income to last a life time?" Your Retirement Income needs may be entirely different than those of your friends and family members.
Women often face special challenges when planning for retirement. Because their careers may be interrupted more often to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often lower.
In general, a rollover is the movement of funds from one retirement savings vehicle to another. You may want, or need, to make a rollover for any number of reasons - your employment situation has changed, you want to switch investments, or you've received death benefits from your spouse's retirement plan.
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