OUR SERVICES

Trusted Counsel

RETIREMENT STRATEGIES


Some of our clients require a comprehensive financial plan, while others seek counsel regarding a single area of concern. Either way, we are uniquely prepared to help them achieve all that is important to them. Our core Financial Planning Services includes the following:
  • Cash Flow Management
  • Risk Management
  • Investment Planning
  • Tax Planning Strategies
  • Retirement Planning
  • Estate, Gift & Trust Planning

Contact Us

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

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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.

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