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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.

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...

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.

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.


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
Trusted Partner

Our blog

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.
Read Article
Posted on Nov 16, 2022

Ways to increase the value of your business

Three keys to maximizing the value of your business.
Read Article
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.
Read Article
Posted on Dec 14, 2022