Chicago, IL
UFAC offers its clients a comprehensive array of services, but most engagements begin with detailed financial planning. Within the scope of that planning, a host of other issues can be addressed. These include the development of investment policy, income and transfer tax planning, compensation and benefits analysis, and risk management to name a few. We also have the capacity and expertise to offer tax compliance as well as trust and estate administrative services which most other wealth advisory firms lack. The comprehensive and ongoing oversight that we are able to assume over our client’s financial affairs offers many benefits and is highly favored by our clients. Further, this comprehensive approach offers many efficiencies that result in our ability to offer a very competitive price structure that clients are not likely to find elsewhere.
Services Provided
Senior Financial Advisors
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