Portfolio Stress Test

Thank you for stopping by! Contact Ulin & Co. today for your free “ portfolio stress test ” and retirement-wellness check-up.  

Managing your wealth can be more stressful, time consuming and challenging today than in decades past. With many people experiencing a retirement longer than their working years, additional considerations are necessary when planning for investment income, growth and capital preservation.   

It’s a new era. We are no longer in the market “hey-day’s” of the 80’s and 90’s. In today’s “new economy” it’s essential to be “proactive” and not “reactive” with your money and retirement.  

While many advisors are focused on selling investment products and outcomes, we are focused on providing clients with a disciplined strategy and process combined with a holistic approach and roadmap to wealth management and planning. 

Many people we meet for initial consultations cannot answer basic questions on the products they are invested in, are unsure of how much they paid in commissions and are uncertain about their portfolio performance and risks. 

As advocates for financial education and literacy, we can help you to simplify complex information into “plain-English” so that you can make confident financial decisions. Your review meeting will cover the following three areas:

  1. Investment Risk Analysis 
  2. Portfolio Product & Cost Analysis
  3. Retirement Scorecard & Income Analysis

Our independent accredited CERTIFIED FINANCIAL PLANNER™ -driven team with has gained tremendous insight and experience by helping to improve the financial lives of hundreds of individuals and families over the past 15+ years with their retirement, estate planning and investing goals.

We look forward to passing this valuable knowledge, experience and expertise along to you. Let’s start a conversation! Simply give us a ring at  (561) 210-7887 to set up a free consultation with Jon W. Ulin, CFP®, Managing Principal.  

Gain a wealth of insight!™ 

Your Guide to Getting Started     Strategic Wealth Management

About Us (Welcome!)       Our Team   

Mastering Your Wealth™ Show

 Learn More About LPL Financial

Wealth & Wisdom, WXEL TV: – Jon Ulin, CFP®

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.

Is your money working hard for you?  It’s never too late to take the first step or to get a second opinion. Contact Us today for a complementary investment check-up and we will be in touch shortly. 

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Ulin & Co: Modern Investing, Traditional Approach 

Established in 2002, Ulin & Co Wealth Management is a boutique, independent SEC-Registered Investment Advisor (RIA) and branch office of LPL Financial. We have no divided loyalties and are entirely vested in our clients’ long-term financial success. 

Being fiercely independent, unrestricted, and not conflicted by business interests, sales quotas or stockholder profits – is the only way to provide truly objective and trusted advice while working to uphold the fiduciary standard.

-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! √
-Boutique by Design? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!