Newsletter August 2025

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ABOUT US

Our firm’s experience is in helping families navigate CROSS BORDER and CROSS GENERATIONAL asset and tax implications by offering tailor made insurance solutions.

OUR SERVICES

Life Insurance
Business Insurance
Retirement Strategies
PPLI & PPVA
Premium Financing

CONTACT INFO

If you have any questions, comments or concerns, please feel free to contact us.

4770 Biscayne Blvd. Suite 980 Miami, Florida, 33137
786-999-0599
info@ufc4wealth.com

TERMS AND CONDITIONS

We, together with our licensors, own and control all the copyright and other intellectual property rights in our website, as well as the applications, registrations, and all other material on our website. All the copyright and other intellectual property rights in our website and all materials on our website are reserved. Copyright (c) 2019 United Financial Consultants.

Disclosures

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. UFC4Wealth is independently owned and operated. UFC4Wealth is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm 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 the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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