Schedule A Meeting
Menu
Schedule A Meeting
The following services are at the core of our comprehensive model, setting the foundation for a premium level of service and support to our clients.
Your financial advisor or advisor team will thoroughly assess your situation and goals to tailor a personalized plan that evolves with the needs of you and your family. With our range of comprehensive services, we ensure all aspects of your financial well-being are addressed both presently and in the future.
We prioritize aligning your investment strategies with your life goals, employing a balanced approach through our in-house team of Chartered Financial Analysts (CFA’s), trading department, and investment committee. We proactively manage your investments to ensure alignment with your risk tolerance and financial objectives.
Tax planning and optimization are fundamental services at John G. Ullman & Associates, where in-house tax and financial advisor teams collaborate to identify opportunities for current and future tax needs. We integrate tax optimization seamlessly into your financial plan, recognizing its critical role in achieving your financial objectives.
A Wealth of Services
With expertise across a variety of financial disciplines, you can be confident every element of your plan is working harder, together.
When can I retire? Through our personalized planning process and thorough financial analyses, we can provide you a clear picture and answer to that question. Our ongoing evaluation process provides up-to-date projections and resources that will help you plan for and maintain your retirement dreams and goals for years to come.
We offer tailored charitable planning solutions to align with your values, guiding individuals, families, and businesses through the world of charitable gifting. Our holistic approach ensures your contributions make a lasting impact by exploring tax-smart giving options and guiding you through forward-thinking strategies customized to your values and goals, ensuring every donation counts towards building a brighter future.
We offer comprehensive estate and legacy planning services, including tax optimization strategies and trust setup coordination to secure your family’s future and leave a lasting legacy. We ensure your estate plan meets your needs and supports your beneficiaries at every stage, including specialized wealth legacy planning for philanthropic goals beyond basic estate planning needs.
© 2024 John G. Ullman & Associates, Inc. | All Rights Reserved
