Find a Financial Professional
Your Business is your
Livelihood and Your Legacy
We offer Financial Planning Services for every phase of your business. We provide an in-depth analysis about your business and cash flow, with a focus on retaining key people.
Top 10 Questions for Business Owners
uFinancial Group and our affiliates partner with you through every stage of your business...
Appropriate for clients who want insurance or investment services and do not want to engage in comprehensive financial planning.
Risk Management Strategies
Business Continuation Planning
Key Employee Retention
Estate Planning based on Estimated Business Values
Appropriate for clients who want financial planning advice that looks at their entire financial situation.
Cash, Capital and Liability Management
Appropriate for clients who have complex estate and advice needs and/or require multiple professional advice.
Employee Benefits Planning
Deferred Comp, Golden Hand Cuff, Financial Planning Voluntary Benefit for Employees, and more...
Helpful Quick Calculators
Business Valuation Calc
Key Employee Value Calc
The Roles We Play
We advocate for you and your business through every step of the planning process, and through every conversation with your Attorney, CPA, and centers of influence.
We provide you with the financial guidance you're looking for. We assist you in protecting your business, creating your ideal financial situation, and preparing for the future of your business.
We help to facilitate conversations between your attorneys, accountants, and trust officers. We pull everything together to give you peace of mind in your financial world.
We may be a good fit if you...
Are Ready to Delegate
Can Trust the Process
Are Ready for a
Business Solutions Articles
Tool and strategies modern teams need to help their companies grow.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Posted on Nov 16, 2022
Ways to increase the value of your business
Three keys to maximizing the value of your business.
Posted on Oct 26, 2022
Unlock the wealth that’s trapped in your business
While your business can generate consistent profit, it is often an illiquid asset.
Special to MassMutual
Posted on Dec 14, 2022