Fiduciary, Independent, Fee Only Financial Advisors
Retirement Lifestyle: Understanding and planning for the desired lifestyle during retirement as well as using budget forecasting not only keeps clients solvent, but also reduces anxiety.
RSU, Restricted Stock Units : If strategically planned and executed, you can mitigate a significant amount of risk and uncertainty. It is true for both public or private company RSUs.
Deferred Executive Compensation Plans: Carefully planning and designing strategies for EDCPs can substantially reduce tax liabilities. Understanding the unique risks associated with these plans can help clients mitigate around them.
Education Funding: Planning for a child's higher education is a meaningful way to help your loved ones to ensure they can become successful and vibrant individuals. And it certainly requires meaningful financial resources.
Tax Strategies: In every financial plan or conversation, preferred options and strategies are carefully evaluated based on the tax implication to make the most economical decision.
Philanthropy, Legacy, Estate: Carefully planned financial resources can last beyond your lifetime. Our clients can make a profound impact to society and their heirs in a positive way.
Contact us for free consultations
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email me with inquiries.
Ujae Kang, CFA, CAIA, ASA, MAAA:
Nearly 2 decades of progressive experience in actuarial risk management investment actuarial, accounting, and investment management fields helping global corporations with investment & cash flow solutions.
Ujae Kang, CFA, CAIA, ASA, MAAA:
We meet our clients' special preferences reflecting their values and principals. We may choose "smart beta funds", "environmental, social and governance (ESG) funds", and "alternative funds" to build portfolio while maintaining suitable target allocation.
UAK Diversified has selected
Charles Schwab & Co., Inc.
as primary custodian for our clients’ accounts. Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLCdba UAK Diversified Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by UAK Diversified LLC dba UAK Diversified Wealth Management a Registered Investment Advisor in the State of Minnesota. UAK Diversified Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Minnesota or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
These materials have been independently produced by UAK Diversified LLC. UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
We are Fiduciary, Independent, and Fee only financial advisors. You can expect Objectivity, Open Communication, Accountability, Discipline, and Coordination. We are Registered investment advisors serving Saint Paul, Minneapolis, Rochester, and near Twin City areas and where otherwise legally permitted. Please Email us with inquiries.