Doctor Financial Planning

Welcome to Ulin & Co. Wealth Management, serving South Florida since 2002 

As equity business owners of our own branch of LPL Financial, we acutely understand the challenge it takes to balance the time and attention between seeing patients, dealing with piles of paperwork, running your practice and spending time with family – all while putting appropriate financial strategies in place.

Ulin & Co. is here to help as your “primary care” financial advisor, CFO and advocate. We provide an integrated approach for medical and dental professionals to diagnose your situation and to provide ongoing continuing care and service.

Shorter average career lengths, longer hours, narrowing margins, managed care reimbursement cutbacks, changes in the health care laws and an extremely litigious society – are just some of the critical factors that must be addressed when creating wealth and asset protection plans for medical professionals.

With your busy schedule balancing work and family life, you may have been neglecting your own financial health and well-being.

Five key questions you should ask yourself regarding your trusted financial team may include:

1. Does your financial advisor really understand the significant personal, professional, and financial risks doctors and dentists are faced with throughout their careers?
2. Does your retirement plan vendor only provide the minimum time and resources needed to meet your plan reporting and payroll deduction requirements?
3. Do you have a holistic financial plan in place tying together your business assets, personal assets and estate plan into one clear picture?
4. Do you have a succession and business continuity plan in place to help protect what’s important in any event planned or unexpected?
5. Are you working with an independent and accredited financial advisor that strives to work under the fiduciary standard?

At Ulin & Co., we work as your personal advocate and ‘CFO’.  We function as a qualified financial coach to help you create a 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.  

Financial advisors (like primary care physicians) should be responsible for managing their clients’ most vital interests – from their overall financial well-being, to their investments, business and estate goals. 

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: servicing your clients and spending time with your family. 

Contact us today at (561) 210-7887 for a no-obligation complementary consultation to learn more about our Doctor Financial Planning services, and how we can help you pursue financial independence.

With our Doctor Financial Planning services, we can help you to review and implement key areas with your financial team including:

•Business Financial Planning
•Personal Wealth Management
•Retirement Planning
•Business Succession and Continuity Planning
•Disability Insurance 
•Key Person Protection Life Insurance
•Cash Management Services
•Business overhead insurance
•IRA & 401K based Retirement Plan Consulting

Learn More:

Getting Started    

Our Team   Our FAQ’s

Portfolio Management     

Our Upcoming Events

About LPL Financial (Broker-Dealer Video)

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

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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

How may we help you reach your goals?

Contact

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Ulin & Co: Modern Investing, Traditional Approach 

-Leading Independent Broker-Dealer? 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!!

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Established in 2002, Ulin & Co. is a boutique independent SEC -Registered Investment Advisor (RIA) and branch office of LPL Financial located in downtown Boca Raton.  Being from an extended family of  Doctors, our founder, Jon Ulin CFP®, if acutely aware of your personal and professional goals and concerns.  
 
If you would like information on our upcoming events or would like to set up a complementary portfolio review, do not hesitate to give us a call today at (561) 210-7887.