Background
Universal Financial Strategies, established in 2002, is an independent, locally owned financial services firm headquartered in Lincoln, Nebraska. The firm offers securities and investment advisory services through Woodbury Financial Services, Inc., a member of FINRA/SIPC. The company's mission is to assist clients and their families in achieving comfortable and confident retirement lifestyles by providing comprehensive financial planning and investment services. With a team of experienced financial advisors, Universal Financial Strategies emphasizes a coordinated planning approach to help clients pursue their retirement goals.
Key Strategic Focus
Universal Financial Strategies specializes in delivering personalized financial planning and investment advisory services. The firm's core objectives include guiding clients through retirement planning, wealth management, and investment strategies tailored to individual needs. By leveraging a coordinated planning approach, the company ensures that clients make informed decisions with a holistic view of their financial picture. The primary market targeted by Universal Financial Strategies comprises individuals and families seeking comprehensive financial planning to secure their financial future.
Financials and Funding
As a privately held firm, Universal Financial Strategies does not publicly disclose detailed financial information. However, available data indicates that the company's revenue ranges between $1 million and $5 million, with a team of 6 to 10 employees. The firm operates independently, offering securities and investment advisory services through Woodbury Financial Services, Inc.
Technological Platform and Innovation
Universal Financial Strategies utilizes Amazon Web Services (AWS) for web hosting, ensuring reliable and secure online services for clients. The firm's technological infrastructure supports its commitment to providing efficient and accessible financial planning and investment advisory services.
Leadership Team
The leadership team at Universal Financial Strategies comprises experienced financial advisors dedicated to guiding clients toward their financial goals. Key members include:
- Mike Puls: Financial Advisor and Owner
- James Predoehl: Financial Advisor and Owner
- Doug Thompson: Financial Advisor and Owner
- Jeff Koolen: Certified Financial Planner
Together, they bring decades of experience in the financial services industry, emphasizing a coordinated planning approach to assist clients in pursuing their retirement goals.
Competitor Profile
In the financial services industry, Universal Financial Strategies faces competition from various firms offering similar services. Notable competitors include:
- Blue Haven Strategic Financial Group: Based in Roanoke, Virginia, this firm provides financial services with a focus on personalized financial planning.
- Cornerstone Financial Partners Ltd: Located in Las Vegas, Nevada, offering comprehensive financial planning and investment advisory services.
- Redeployment Wealth Strategies: Operating out of Virginia Beach, Virginia, specializing in wealth management and retirement planning.
- Signature Wealth Concepts LLC: Based in Scottsdale, Arizona, providing a range of financial services tailored to individual client needs.
These competitors, like Universal Financial Strategies, aim to assist clients in achieving their financial goals through personalized planning and advisory services.
Strategic Collaborations and Partnerships
Universal Financial Strategies offers securities and investment advisory services through Woodbury Financial Services, Inc., a member of FINRA/SIPC. This partnership enables the firm to provide a wide range of investment products and services to its clients, ensuring comprehensive financial planning solutions.
Operational Insights
Universal Financial Strategies differentiates itself through a coordinated planning approach, emphasizing personalized service and a commitment to acting in the best interests of clients. The firm's independent status allows for unbiased recommendations tailored to individual client needs, setting it apart from competitors who may be tied to specific financial products or services.
Strategic Opportunities and Future Directions
Looking ahead, Universal Financial Strategies aims to expand its client base by continuing to provide personalized financial planning and investment advisory services. The firm is committed to staying abreast of industry developments and incorporating innovative strategies to better serve clients. By leveraging its experienced leadership team and independent status, Universal Financial Strategies is well-positioned to adapt to changing market conditions and client needs.
Contact Information
For more information about Universal Financial Strategies and their services, please visit their official website:
Note: Specific contact details such as address, phone number, and email have been omitted in accordance with the provided instructions.
