Executive Benefits Review

Welcome to the Ulin & Co. employee workplace planning center.  With our executive benefits review meetings, we can help you to connect the dots between your employer benefits and your financial goals with each paycheck. This would include a review of your 401(K) plan, employer stock programs and insurance benefits while providing a holistic approach to  your retirement, tax and estate planning goals.

Many employees and executives we meet spend so much time at the office managing sales,  systems, people and products, they sometimes neglect managing their own personal finances.  Does this sound like you? 

Ulin & Co. Wealth Management has a long history of working with current & retired executives & employees from many recognized Fortune 500 company locations in Southern Florida, including IBM, Microsoft LATAM, Motorola, Tyco, ADT, Office Depot, Jarden, DHL, CVS, fiserve, Nuance, Kaba Benzing, Ericsson, Seimens & Sprint to name a few.  We also work with many city/state retirees, teachers, medical practices and business owners.

Our cornerstone approach to Financial planning can help you to wisely manage and protect your wealth, health, family, retirement and estate, while negotiating the financial barriers that unavoidably arise in every stage of life before or after you retire.

Helping employees be successful, both personally and professionally, is a key long-term goal for our firm as well  as in creating a culture of excellent financial health and wellness in the workplace. Please call us at (561) 210-7887 to set up a complementary consultation or to discuss our Worksite Financial-Ed solutions for your company.

*As reported by Financial Planning Magazine, June 1996-2014 based on total revenue.

Register today for one of 3 options:

1. 15 minute 401(K) Tune-up

2. Half hour Benefits Analysis

3. One hour free financial planning consultation

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Note: We Service Retired IBM Employees: As part of the IBM Acclaris “Life Planning Account Reimbursement” benefits, retired IBM employees can receive a reimbursement for Personal Financial Planning Services – if provided by a CERTIFIED FINANCIAL PLANNER™.

“How you make key financial and investment decisions in today can be more critical to your long-term financial health and retirement sustainability than how much you saved to begin with.” – Jon Ulin, CFP®

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Financial Planning Dashboard 

About LPL Financial (Broker-Dealer Video)

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

  Retirement Ready

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 Your Team

Ulin & Co. is an affiliate of Independent Financial Partners (IFP) and aligned with LPL Financial, the nation’s largest independent broker-dealer.* As an independent SEC-Registered Investment Advisor (RIA), Ulin & Co. takes great pride in working free from proprietary products, sales goals or conflicts of interest. 

Established in 2002, our firm provides sophisticated investment management, wealth counseling , retirement and financial planning services to affluent families, individuals and retirees in Southern Florida.

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!!

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.