Universal Financial Consultants Corp Careers in San Diego, CA

Universal Financial Consultants offers a comprehensive list of services. Our planning platform utilizes a structural design and encompasses a multitude of services. The planning begins with structural analysis and development, and we fine tune the process using a platform that addresses financial planning for debt reduction and tax analysis for tax reduction. We compliment that with an asset protection layer that segregates the assets from the liabilities and ultimately from creditors. When needed we blend in college planning to minimize the cost of the college education and further minimize any financial aid needed. Tax planning services utilize a planned approach with the clients tax advisor. Minimizing the exposure to probate we apply any trust planning and work with the clients attorney for an effective solution. And the final piece of the puzzle is to minimize the wealth transfer tax exposure. We also offer the full range of Leveraged Planning solutions to fund your retirement. Vi