Ulin & Co. is a trusted, independent, SEC Registered Investment Advisor and branch of LPL Financial serving affluent families, business owners, corporate executives and retirees for over 15 years.
Our firm provides an integrated approach for small businesses owners including medical and dental practices. Learn how to use corporate assets to address your goals, help protect your “sweat-equity” and to develop a tax-wise retirement plan.
We take the time and complexity of small business financial services consulting off the table – to allow you to focus on what is most important: running your business!
At Ulin & Co. Wealth Management, we work as your personal advocate and ‘CFO’. We function as a qualified financial coach to help you create a sustainable long-term wealth plan, as well as to integrate your professional team to make certain all aspects of your financial affairs are working together effectively. As part of our partnership with your company, we are available to work with your Board of Directors, Advisory Board or Investment Committee.
We provide a comprehensive business financial check-up at a competitive cost to small business owners. We evaluate executive benefits, insurance coverage and retirement plans from a quality, cost and service perspective.
By helping you connect-the-dots between your corporate and family financial planning goals, we can be the trusted resource you need to position your business to succeed today, tomorrow and for years to come.
Call us at (561) 210-7887 to set up a complementary consultation with Jon W. Ulin, CFP®, Managing Principal to learn more about our small business solutions.
•Business Financial Planning
•Personal Wealth Management
•Business Succession Planning
•Business Continuity Planning
•Key Person Protection Life Insurance
•Cash Management Services
•Business overhead insurance (Disability)
•IRA & 401K based Retirement Plan Consulting
•Business Exit Planning
Don’t Be Just a Number!
The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
It’s never too late to take the first step or get a second opinion. Contact Us today for a complementary small-business financial check-up with Jon W. Ulin, CFP®, Managing Principal, and we will be in touch shortly.
Ulin & Co: Modern Investing, Traditional Approach
In today’s challenging post-recession economy, clients engage our firm because they expect nothing less than sound investment expertise, knowledgeable retirement counseling and exceptional service, every step of the way.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Recognized CFP® professional? YES! √
-Fee-Based Portfolio Management? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!