OUR SERVICES

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retirement strategies

Some of our clients require a comprehensive financial plan, while others seek counsel regarding a single area of concern.

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Insurance Solutions

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of uses in addition to the death benefit protection.

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business owners

Our Business Growth Services

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tax efficient strategiEs

Private Placement Life Insurance

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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

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