Thank you for stopping by! Ulin & Co. Wealth Management’s advisors have been serving clients in South Florida and Beyond for the past two decades. As independent advisors (and agents) we offer life, disability and long-term care insurance quotes and products from many top-rated insurance carriers.
Determining how much insurance to purchase at the most cost-effective terms requires knowledge of the market for personal insurance. Since insurance also provides some tax benefits, utilizing insurance investment products may be a critical piece of your overall financial plan.
We can help you start the paperwork and underwriting process at our office. Simply give us a call at (561) 210-7887 or complete the form below to request your quote and to set up your no- obligation consultation with Jon Ulin, CFP®, CEO.
Note: If you are in retirement (or near retirement) and have existing life insurance and annuity policies that have not been reviewed in some time, we can help you to review what you currently have – and provide options and recommendations for those contracts
Why utilize an independent financial advisor firm
Independent Registered Investment Advisor (RIA) firms provide personalized financial advice to their clients, many of whom have complex financial needs. Because advisors at these firms are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients. The following five areas can help add trust, confidence and value when working with an independent advisor and firm:
-Customized guidance based on your entire financial picture.
-A relationship that’s responsive, attentive, and personal.
-A fee structure that is simple and transparent.
-A high level of expertise to support your complex financial needs.
-Your money is held by an independent custodian, not the advisor firm.
“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb