http://www.universalwm.com
http://www.universalwmhealthcare.com
http://osaic.com/disclosures
http://www.finra.org/
http://www.sipc.org/
Mission Statement:
Our mission at Universal Healthcare / Universal Wealth Management is to help you and your family gain the financial freedom you deserve to achieve your goals through the many major life transitions. Fundamental to achieving financial wellness i
s knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way. We provide top-notch, individualized and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – we strive to help clients enjoy the freedom that financial wellness can bring. Karen Emma, President, has chosen to form an independent business which will provide financial services, investment management and insurance services. Separately Karen Emma is a registered representative with Royal Alliance Associates, Inc., a leading independent, full service broker-dealer and member of FINRA and SIPC. Our primary goal at Universal Wealth Management is to offer you, our clients sound financial and investment advice without the corporate pressure to sell one or more proprietary products. This will allow us to work more closely in our client and advisor relationship to best help accomplish your long-term financial goals. The best way for us to accomplish this is by affiliating with a quality firm whose mission is to service and support independent advisors like me in order to help us formulate the best overall investment platform to support our client needs. At Universal Wealth Management, we will continue to offer an extensive range of products and services, as well as life, disability and long term care insurance. As always, the basis of our investment and insurance recommendations will be grounded in your financial goals. Our mission is to be able to expand our planning capabilities and enhance the quality of our client service experience overall. Firm-Required Social Media Disclosures:
Investments in securities involve risk, including the potential loss of principal. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share. Broker Dealer Disclosure:
Securities and Investment Advisory Services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Additional insurance services Universal Healthcare / Universal Wealth Management, LLC.
