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!
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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.
Retirement Income 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.
Generational Wealth Transfer
Estate & Tax Strategy
Coordination with Attorney, CPA
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.
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
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.
Insurance Protection Planning
Health Care Planning
529 Plan & Coverdale
OUTSTANDING SERVICE BEYOND THE REQUIRED FIDUCIARY DUTIES.
*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