UFS’s comprehensive, unique business model coordinates the five core financial services under one roof:
Let us prepare and submit your yearly tax documents and help you send less to the IRS!
Our retirement professionals are adept at helping clients put together strategic retirement plans that provide personal stability and greater satisfaction.
Our thoughtful estate planning ensures the competent facilitation of our clients’ legacies.
We offer a spectrum of insurance tools designed to protect you and your loved ones… and pass more wealth to your family.
Our financial team utilizes a wide array of investment tools to create an individualized investment portfolio built with your values and dreams in mind.