We are an independent investment advisory firm located in Chicago, Illinois servicing clients around the world. At UFAC, we strive to forge a strong personal bond with all our clients. If you seek a robot or an algorithm to answer your question, you have definitely found the wrong web page.
Our goal is to provide superior wealth advisory services, and we believe that the best way to do this is by knowing and understanding our clients' lives, values, and goals.Similarly, being a small firm allows our clients the advantage of getting to know us closely as well. This close personal relationship between firm and client is what sets us apart from other wealth advisory firms.
Our goal is to provide superior wealth advisory services, and we believe that the best way to do this is by knowing and understanding our clients' lives, values, and goals.Similarly, being a small firm allows our clients the advantage of getting to know us closely as well. This close personal relationship between firm and client is what sets us apart from other wealth advisory firms.
Services
It is envisioned that this position will become involved in all aspects of the client relationship, which would include financial planning, tax planning and return review, and investment advisory services. This is a great opportunity for an experienced tax professional who wishes to work with high net worth individuals on a broad array of services.
The financial planning process begins with a discussion of your planning objectives and then a gathering of data sufficient to develop personalized, integrated financial projections. A consultative review of these projections will then address the most important planning concerns. This review is the most effective means of identifying and prioritizing a host of financial planning issues.
Urban Financial Advisory Corporation assists each client in developing and implementing an investment policy best suited to his or her financial situation and goals. This policy is generally developed within the context of financial planning for the client and a review of personalized integrated financial projections.
UFAC assists its clients in planning to minimize the impositions of various tax burdens by taxing authorities. The firm also helps clients in compliance matters by accurately preparing tax returns. However, a fundamental principle of the firm is that tax reduction is achieved through comprehensive planning before the fact and not at the point of return preparation.
The firm will assist its clients in developing and implementing an effective and efficient estate plan. The benefits and functioning of the use of trusts within the plan is explained and demonstrated. This may involve the analysis of personal and charitable gifting techniques. Further, the principal of the firm, as a licensed attorney in the state of Illinois, may work with clients in implementing various estate plans.
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