Your trusted resource to position your business to succeed today, tomorrow and for years to come.

We provide financial planning, succession planning, insurance, retirement and investment services to business owners.

Ulin & Co. Wealth Management 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. Our firm also provide turn-key employee worksite solutions from small business to Fortune 500 regional locations.

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 complimentary consultation with Jon W. Ulin, CFP®, Managing Principal to learn more about our small business solutions.

Business Solutions:

• Business Financial Planning
• Personal Wealth Management
• Retirement Planning
• 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

Every investor should ask questions

Whether triggered by a life event or evolving goals, many people reach a point where they need more from their financial advisor. You may be asking yourself one of these questions:

• Is my money in the right place?
• Am I getting the attention I deserve?
• Is my advisor always objective when making recommendations?

Start a conversation with us today by calling (561) 210-787 or by completing the request form below-  and we will be in touch!