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Fiduciary, Independent, Fee Only Financial Advisors
Retirement Management in St. Paul and Minneapolis, MN
Total peace of mind with your financials is our mission.
We coordinate investment management with social security, lifestyle expenses, healthcare needs, and other income sources.
UAK Diversified is an independent, Fee-Only financial planning and investment management firm specializing in retirement management in St. Paul, Minneapolis, and Rochester, MN.
What we do for our clients' retirement management needs.
We provide comprehensive advice beyond the typical retirement investment management. Our clients receive customized retirement management:
- We help clients visualize lifelong cash flow and net-worth projections.
- We discuss retirement planning priorities, needs, wants, and wishes.
- We regularly discuss and optimize tax, insurance, estate, and charitable giving strategies.
- We integrate investment management with tax planning
Our focus is to bring a clear vision to your financial matters that could be intimidating and confusing. Our retirement management goes far beyond investment management. We provide fiduciary advice to our clients who are:
- Individuals or Couples: We help our clients plan for a comfortable retirement lifestyle and provide a clear vision for how to maximize their hard-earned wealth.
- Retirees or close to becoming one: We help our clients have a robust but clear plan to have peace of mind with their retirement lifestyle.
- Business Owners: Knowing when to sell and how to transition into passive income from the proceeds can be intimidating. We help our clients throughout this transition to gain confidence in managing their new lifestyle.
- Individuals or families with large inheritances or sudden windfall of large wealth: We help our clients formulate realistic financial pictures with new possibilities.
- Senior-level employees with a concentrated stock position: We help our clients with this difficult wealth issue. We help clients be confident in making sound decisions that minimize the downsides of having a concentrated stock position to bring more predictability and tax efficiency.
Legal Disclosure
The charts are for informational purposes only and is not intended to be a projection or prediction of current or future performance of any specific product. All financial products have an element of risk and may experience loss. Past performance is not indicative of future results.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UAK Diversified LLC dba 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.