OUR SERVICES

Trusted Counsel

BUSINESS OWNERS


Our Business Growth Services include:

  • Executive Benefit and Retirement Plans
    • Deferred Compensation
    • Supplemental Retirement
    • Long Term Incentive Plans
    • Pension
    • Profit-sharing
    • 401(k)
    • Cash Balance
    • COLI and BOLI
  • Succession Planning
    • Estate Tax Liability Funding
    • Buy/ Sell Funding
    • Wealth Transfer

Contact Us

  • Phone:
    (305) 377-8999 ext.106
  • Email: info@ufc4wealth.com
  • 4770 Biscayne Blvd. Suite 980 Miami, Florida, 33137

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Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. UFC 4 Wealth is independently owned and operated. Please go to http://www.mfin.com/DisclosureStatement.html for further details regarding this relationship. Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to de M Securities; Client Relationship summary Form (CRS) by navigating to https://www.mfin.com/m-securities

© All rights reserved United Financial Consultants Group 2023