We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

833-572-2288Find U-Vest® Offices

Financial Planning

Whatever your financial planning needs – from developing an investment strategy to planning for retirement to evaluating your risk management needs – At U-Vest® Financial, we can help.

What is the Value of Advice?

What is the Value of Advice?

A secure retirement. Funding a child’s or grandchild’s education. Building wealth to pass on to heirs. These are common investment objectives and with good reason – people want to feel confident financially while also providing for the ones they love. But just because a goal is common, doesn’t mean the approach should be. 

Our job as financial advisors is, first, to understand you and your specific circumstances and, second, to use that knowledge to tailor a plan to help you meet your financial goals. And let’s be clear: a tailored plan goes beyond simply choosing investment products. It entails a deep knowledge and appreciation of your objectives, needs, long-term goals, time horizon, risk tolerance and most importantly, your personal values.

Financial Planning For Individuals & Businesses

We take a comprehensive approach to financial planning, investing, and managing your wealth. We spend the time learning about your objectives, reviewing your data, and doing our best to put ourselves in your shoes so we can make recommendations based on your needs. We may request a bit more homework than most, but this is because we believe that making proper recommendations requires proper knowledge and planning.

Our process for individuals and families includes Retirement, Accumulation, Estate, Education, Insurance (Life, Disability, Long-Term Care) and more. Our process for businesses includes Business Financial Planning, Retirement Planning & Design (401(k), SEP, SIMPLE, etc.), Business Overhead Insurance, Group Insurances, and more. 

No matter your financial destination, we believe a comprehensive plan offers the greatest potential for getting there. A personalized plan supported by products that fit your investment profile will enable us to identify your goals and take consistent action to work towards them.

As we work through your priorities, we’ll keep in mind the four basic lifecycle phases of financial planning.



A saving and investing period that usually runs from your early working years until your late 40s.



A time to manage your funds and transition to more conservative investing, usually your 50s and early 60s.



The time when you begin your post-work life and live off your investment income. 



A time to pass down what you’ve learned and acquired to the next generation.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. Contact us today.

Thank you!