Easy to understand fees and investment performances
Both insurance companies and government regulators rely on actuaries to project cash flow from investments and liabilities of pension funds, insurance products, financial institutes, etc. We are actuaries who bring that same knowledge and skill set to individuals like you to guide you in your financial planning.
Here are some of the benefits of working with our firm, UAK Diversified*:
* Charles Schwab Broker/Dealer will have custody of client's investment portfolios. 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 and investment planning. We serve clients in Saint Paul, Minneapolis, and Rochester areas.