EN

Translate:

Fiduciary Wealth Manager & Fee Only Financial Planning Advisors

True Fiduciary Wealth Management

True Fiduciary Wealth Management

True Fiduciary Wealth ManagementTrue Fiduciary Wealth ManagementTrue Fiduciary Wealth Management

We are fee only financial advisors who do not receive comissions on investment and insurance products. 

Retirement Income Planning

Retirement Income Planning

Retirement Income PlanningRetirement Income PlanningRetirement Income Planning

We coordinate investment management with social security, life style expenses, healthcare needs, and other income sources.

Estate Planning

Estate Planning

Estate PlanningEstate PlanningEstate Planning

We are here to help you understand, plan, and execute how your assets will be distributed using wills and trusts.

College Planning

College Planning

College PlanningCollege PlanningCollege Planning

Tax favored college investing and life insurance strategy for your children. Start soon...

Risk Management

Risk Management

Risk ManagementRisk ManagementRisk Management

We are independent from brokers and insurance companies. 

We conduct objective analysis of your risk and insurance needs.

Comprehensive Financial Planning

Comprehensive Financial Planning

Comprehensive Financial PlanningComprehensive Financial PlanningComprehensive Financial Planning

Total peace of mind with your financials is our mission.

Fiduciary Fee Only Financial Planning Advisors

Message from Co-Founder Sarah

Along with health, harmonious relationships, and hope, financial well-being is the foundation of one’s happiness. Regardless of income or investable asset levels, helping people have a sense of financial security based on unmatched analytics and compassion is what we do well.  It is our mission to help you make informed decisions rather than have you simply follow “expert recommendations.” 


Financial planning can be easy and enlightening. When we meet you for the first time, we picture you enjoying full confidence and peace in your financial matters.  You can trust in our capability to deliver.  Let us help you!    

image1

Video Message From Sarah

Comprehensive & Team Solutions

image2

Estate & Insurance & College Planning

Sarah Kang

Over a decade of experience in helping people with comprehensive financial planning with a focus on listening with empathy. Very close to completing all the requirements of Certified Financial Planner Designation.

Korean Financial Advisor, Korean Wealth Manager

Retirement Income & Tax Planning

Ujae Kang, CFA, CAIA, ASA, MAAA

Over 2 decades of progressive experience in actuarial and accounting fields helping global corporations with investment & cash flow solutions.

image3

Investment Portfolio Management

James Mahnke, CTA, CPO: 

Decorated investment portfolio manager with over 3 decades of experience.  He received industry's most respected awards in investment management, including A number one Barclay Institutional Report ranking, Lipper top-third mutual fund ranking, Russell top quartile performance, and Morningstar top quartile ranking.

Recognitions

Professional Designations & Industry Membership

CAIA, Chartered Alternative Investment Analyst
CFA, Chartered Financial Analyst
FPA, Financial Planning Association
SOA, Society of Actuaries
MAAA, American Academy of Actuaries
Active Investment Management, Trust Management, Reputable Investment Management

Meet us

We can meet you in person at our office, through video conference, or over the phone. 

If needed, we could be available to meet at a location where it is convenient for you.

Contact:

Office Locations:

Between 10 am and 4:00 pm weekdays:

Regus - Grand Oak I

860 Blue Gentian Rd Suite 200, Eagan, MN 55121


Between 4:00 pm and 8 pm and Saturday:

The University Club of Saint Paul

420 Summit Ave, St Paul, MN 55102

email and phone:

Phone: 763-355-2337 Operations Manager: 651-757-5534 Email: contact@uakdiversified.com

Institutional Quality Investment Management

45 YEARS OF COMBINED TEAM EXPERIENCE

Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. One of the founders is an actuary who will bring that same knowledge and experiences to you in your financial planning. His experience comes from advising the enterprise level investment portfolio, cash flow, and debt portfolio of one of the latest insurance companies in the US.  

Topics:

Retirement Income Planning 

Investment Management 

Hedging Strategy

Tax Strategy

Wealth Accumulation

Estate & Wealth transfer planning

Estate Planning

Wealth transfer strategy involves a thorough understanding of the family members involved and the ideals of the grantors. Generational wealth transfer is about preserving and enhancing the intellectual and human capital of a family. Financial wealth is only a means to achieve that goal. We take utmost care through multiple communications to help our clients over an extended period of time. Once a plan is finalized, we engage experienced estate attorneys to flawlessly execute the strategies. 

Topics: 

Estate Planning

Generational Wealth Transfer 

Philanthropic Planning

Estate & Tax Strategy

Trust Strategy

Gifting Strategy

Coordination with Attorney, CPA

Trustee Service

Insurance Protection and Education Planning

Risk Management

We are fee only financial advisors.  We are strictly fiduciary financial advisors who abide by the rigorous criterial set by The National Association of Personal Financial Advisors’ fee-only financial advisor requirement and oath. We recuse ourselves from receiving any compensation from brokers or insurance companies in order to avoid potential conflict of interest. Our advices and product recommendations are purely based on our expertise and clients’ best interest. 

Topics: 

Insurance Protection Planning

Health Care Planning

Insurance Research

529 Plan & Coverdale

Trust strategy

Gifting Strategy

Business Owners' Financial quarterback service

Business Owner Financial Planning

Very high achieving entrepreneurs and business owners need special care and understanding at the early stage so that their large accumulated wealth will have the best impact on their family. So, we focus on helping business owners and high net worth individuals better understand the non-financial aspect of wealth management. 


Coming from a family of business owners, we feel it is important to help other business owners with their wealth accumulation and wealth transfer issues, with a special focus on pursuing family harmony. We have 5 years of accounting & tax strategy experiences with 3 different family owned private company clients as well as a bachelors degree in accounting with a Chartered Financial Analyst designation.

Topics: 

Business Owner Succession Plan

Business Tax Strategy 

Family Governance Advice

Business Insurance Planning

Business Financial Projection Help

Business Entity Strategy

Coordinate with Attorney, CPA

Major Purchase Assistance

Benefits of working with UAK Diversified

OUTSTANDING SERVICE BEYOND THE REQUIRED FIDUCIARY DUTIES.  


  • Advice free from pressure to “produce” or “sell” (Fee-only financial planners receive compensation from clients only.  We do not receive any compensation from insurance companies or brokers). 
  • Full transparency with all fees and investment performance.
  • Consistent, timely, and detailed care to our clients. Relatively lower overall fees (more left for your investment to grow).
  • Genuine compassion and relationship values based on founders’ Christian principles.
  • Independent and respected Fortune 500 broker/dealer selected as primary custodian for clients’ accounts.* The custodian is a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), which is subject to certain regulations intended to protect clients' investment assets. 

 

*UAK Diversified is granted limited power of attorney to buy and sell securities and assess fees based on a signed client agreement with no other rights or accessibility.  


You can trust UAK Diversified to help you plan your financial future, advise you with comprehensive financial / investment planning, as well as non-financial wealth advice.  We serve clients in Saint Paul, Minneapolis, Twin Cities, and Rochester areas.


UAK Diversified LLC is a registered investment adviser with the state of Minnesota  


No obligation and informational only free consultation up to two times.