Business Owners & Entrepenuers

Business owners and Entrepreneurs can benefit from a “Private Bank” plan custom designed for their business needs and goals.

Benefits for:

  1. Workers Comp, Health Benefits

  2. Supplemental Retirement for the owner

  3. Capital purchases, Equipment..

  4. Hire more employees

  5. Business protection

  6. Reduction of Income Taxes, know which IRS codes to use for your business entity

  7. Succession of business

  8. Business Expansion, add more locations.

Extra benefits for FREE:
Hundreds Thousands of dollars in case of major illness such as Cancer, Heart Attack, Stroke and many more.
Thousands of dollars in case of a major injury such as a work accident and become physically unable to work for months or even years.

Don’t lose your business or put your family in jeopardy because you are unable to work.
Avoid bankruptcy and or losing assets due to litigation, protect your assets from creditors.
Keep your life on track financially until you are well enough to resume working again.

These benefits are free to you if you qualify, it costs nothing to find what you can qualify for.

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Individuals & Families

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Families and Individuals can benefit from a “Smarter Savings” plan custom designed for their needs and goals.

Benefits for:

  1. Reduce & Control Debt
  2. Create an "Emergency" Fund
  3. Superior College Planning
  4. Supplemental Retirement

  5. Large purchases, Car, Vacations..

  6. Down payment on a home

  7. Mortgage protection

  8. Control Taxes To Create a Legacy.

Extra benefits for FREE:
Thousands of dollars in case of a major illness such as Cancer, Heart Attack, Stroke and many more. Thousands of dollars in case of a major injury such as a car accident and become physically unable to work for months or even years.

Don’t lose your home or put your family in jeopardy because you are unable to work.
Avoid bankruptcy.
Keep your life on track financially until you are well enough to resume working again.

These benefits are free to you if you qualify, it costs nothing to find what you can qualify for.

How We Help You

High Net-Worth Individuals

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High net worth individuals can create more leverage through our custom plans designed specifically for people of wealth.

Benefits:

  1. Leverage other peoples money

  2. Maximize their legacy

  3. Compliments your Estate planning

  4. Protect assets from income taxes

  5. Create greater savings

Pass on, intact, to your future generations

Extra benefits for FREE:
Keeping funds liquid for the next investment opportunity. You can use the savings to create Millions of dollars to use in case of major illness such as Cancer, Heart Attack, Stroke and major injury such as a accident that makes you physically unable to perform normal functions for months or years without touching your own assets.

Don’t put your personal assets in jeopardy because you are unable to perform normally. Avoid litigation, protect your assets from creditors. Keep your life on track financially until you are well enough to resume normal functions.

These benefits are free to you if you qualify, it costs nothing to find what you can qualify for.

99%

Satisfaction Rate

42

Licensed Pros

235

Active Clients

Use this form to schedule an appointment or ask us any question you might have about our services.


Contact Us

Our team strongly believes that people should not pay more in taxes than they have to,
​​​​​​​ so they  end up with more money.

That’s why we care intensely about giving a personalized and exceptional service for our clients.


Take a look at our accomplishments:

UCS Financial Services,
Creating Financial Solutions
Through simple Concepts & Strategies

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First, our primary focus is on serving you and not on selling you.

And the way that we can best serve you is to educate, organize and prepare you for the inevitable risk management and
​​​​​​​financial solutions that you may need. 


This covers three key areas. 

  • One, is to protect and preserve your lifestyle, assets, and loved ones. 
  • Two, is to protect your income regardless of contingency. 
  • Three, is to grow your assets in a responsible way. 

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Our dedicated professionals will provide you with all the information you need to understand everything about your taxes and other questions you may have.

Our Team Is Professional and Experienced

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Leverage Your Expenses, Increase your cashflow and Learn How To Become Your Own Bank.

Learn how to Create Wealth while reducing your tax Risk.

Business owners across the US, you could save BIG on your taxes 


Get a free personalized consultation today!

Please contact us to discuss how we can help you. 

would you like to talk about these today or in the near future?

Based on our services,