Business Owners' Financial Quarterback
Insurance & Education Plan
Co Founder Sarah Kang
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 skill to you in your financial planning.
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 very important to help other business owners who have sizable wealth to transfer to the next generation with the 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 only receive compensation from our clients. We recuse ourselves from insurance product commissions. When we recommend insurance products (annuity, life, and long-term-care), they are exclusively in the best interests and for the benefit of our clients. We have a focused passion to become the most trusted wealth management firm when it comes to wealth transfer planning in Minneapolis, Saint Paul, and Twin Cities areas.
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, and Rochester areas.
UAK Diversified LLC is a registered investment adviser with the state of Minnesota