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UFC4 Wealth is an independent benefits and advisory firm offering unbiased advice to ultra-affluent clients and their advisors. We focus on designing, implementing, and managing insurance, retirement, and wealth management strategies for family-owned and international corporations, addressing the unique needs of affluent individuals.
We work closely with international law firms and other financial service professionals which require access to insurance solutions for cross-border succession and asset transfer for their clients.
UFC4Wealth, an affiliate of United Financial Consultants, is a privately owned life and health insurance brokerage firm founded in 1982. We specialize in both individual and corporate benefits, committed to offering competitive, diverse, and high-quality insurance products and services.
Since our inception, our primary goal has been to meet our clients’ evolving needs with the best options in the market. Our reputation for delivering reliable and innovative financial independence solutions for clients and their families has been central to our success. We understand that our clients’ needs never stop changing; we always strive to stay at the forefront and evolve to meet these needs with improved service
We deliver exceptional wealth planning and financial solutions tailored to your needs, and we work to achieve this through:
Our qualified financial team offers reliable advice, specializing in personalized financial plans that consider current regulations and tailored, tax-efficient investment strategies.
We are a trustworthy company with a qualified team dedicated to helping you plan your financial future, ensuring you feel confident and comfortable about your financial decisions ahead.
We prioritize the needs, well-being, and success of others, “colleagues, clients, or stakeholders”, over personal interests. This commitment is grounded in empathy, collaboration, and nurturing positive workplace relationships.
We genuinely seek to understand the people we serve, fostering shared understanding with clients and advisors, aligning their objectives with our goals, celebrating their triumphs as our own.
We aim to foster an inclusive environment where every voice is heard, diverse perspectives are appreciated, and individuals unite to achieve shared goals for exceptional client results.
We embrace a 'No Egos' philosophy, understanding that genuine collaboration flourishes in an environment of humility and openness. By leaving egos behind, we prioritize ideas over hierarchies.
Learning is an ongoing journey of adaptation and skill refinement. Our culture promotes self-reflection, curiosity, and excellence, empowering individuals to achieve their full potential.
We embrace our work, fostering a vibrant culture that inspires creativity and teamwork for fulfillment.
Founded in 1978 on the groundbreaking principle that individual success flourishes through collective efforts, the Member Firms of M Financial Group collaborate to enhance mutual success. Their shared mission is to provide a comprehensive array of insurance, investment, and executive benefit solutions tailored to help clients achieve financial objectives. M Member Firms enjoy the dual advantage of having access to extensive resources from a prominent network of financial services while maintaining the independence necessary to prioritize client interests effectively.
M Financial Group was established on the belief that “off-the-shelf” products fail to address the needs of affluent and corporate markets. The clientele of M Member Firms showcases high premium volume, strong mortality, and remarkable policy face amounts. Combined with M’s purchasing power, this enables collaboration with leading insurance carriers to develop innovative, exclusive products aimed at wealth preservation and executive benefits.
M Financial Group comprises over 130 independent Member Firms, dedicated to ethically and strategically serving their clients. Though specializing in various fields, all Member Firms are skilled in addressing complex issues faced by affluent clients and advisors. They frequently collaborate with leading legal, accounting, banking, and other professionals to assist affluent clients and corporations in crucial financial decisions.
Partnering with an M Member Firm ensures you receive personalized solutions from professionals dedicated to your needs. Being part of M Financial Group grants you access to benefits such as purchasing power, exclusive products, extensive experience, strong carrier alliances, and a commitment to diligence.