Planning at Ulin & Co. is a distinct counseling program for people just like you who work hard for their money and want to get their “financial house” in order.
Our firm provides fee-based portfolio management and comprehensive planning strategies that align with your unique goals and concerns.
Utilizing our Plan Your Best Life® program, we help clients manage and track their financial life with their very own dynamic, cloud-based secure dashboard which includes live data feeds, goal tracking and collaboration with your advisor on various topics including:
A well-designed financial plan should operate as your Financial GPS or roadmap, allowing you to clearly see and understand the current and future impact of each of your financial decisions in advance. The starting point for your holistic plan will include the six key fundamental elements of financial planning as outlined by the CFP® Board of Standards.
Your analysis will provide clear illustrations and projections on how long your money will last while testing different retirement distributions, investments and market conditions for the long run. We will address how to minimize any retirement shortfalls and analyze how taxes and inflation can affect your results over time.
Our team will work diligently as your “CFO” and advocate to help quarterback your financial life and holistic plan every step of the way. We will sync-up with your attorney and CPA (by request) to coordinate your recommendations. Let’s start a conversation today! Simply call us at (561) 210-7887 or please complete the form below to set up your free no- obligation consultation.