uFinancial Group and our affiliates partner with you through every stage of your business...

Foundational Planning

Appropriate for clients who want insurance or investment services and do not want to engage in comprehensive financial planning.

Risk Management Strategies
Tax Strategies
Business Continuation Planning
Key Employee Retention
Estate Planning based on Estimated Business Values

Enhanced Planning

Appropriate for clients who want financial planning advice that looks at their entire financial situation.

Cash, Capital and Liability Management
Business Valuations
Employee Benefits

Complex Planning+

Appropriate for clients who have complex estate and advice needs and/or require multiple professional advice.

Estate Planning
Exit Strategies
Tax Planning
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

Advocate

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.

Financial Guidance

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.

Facilitator

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.