Building and preserving personal wealth requires specialized attention.
At UGJ, financial planning involves working with clients to minimize their taxes. In that process, we address things such as your retirement needs, college education funding for the children, and investment goals.
We also address needs for trusts, estate planning and disability planning.
At UGJ, a client is likely to get an unbiased and solid opinion relating to most financial questions. Although our company does not sell securities, we can refer you to a broker with a solid performance in good times and bad.