Our Mission
Managing Your Retirement Planning to Help Achieve Financial Longevity
UWM Healthcare Mission
Striving To Help Your And Your Family Achieve Financial Wellness Now Throughout Retirement
Our Mission at Universal Healthcare / Universal Wealth Management is to help you and your family gain the financial wellness you deserve to achieve your goals through the many major life transitions.
Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals.
Fully Professional and Personalized Services
Trusting and Supportive Professional Relationship
Top- Notch Individualized and Thoughtful Financial, Investment, Social Security, Healthcare/Medicare Advice
Extensive Financial, Investment, Insurance Products and Services
Alignment of life goals with strategies for retirement
Ensuring the freedom that Financial Wellness brings
Dual Eligible Medicare/Medicaid Plans
Individual and Group Health Insurance
Social Security Retirement and Disability Benefits
We provide top-notch, individualized, and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship.
Meet the team
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.
Medicare Simplified
We provide fully personalized Medicare and Social Security advice.
Services
- Understanding Social Security
- Social Security Retirement Benefits
- Social Security Disability Benefits
- Understanding Medicare Parts A, B, C, and D
- Enrollment in Medicare Health Plans
- Medicare Prescription Drug Coverage
- Choosing the Best Medicare Plan For You
- Dual Eligible Medicare/Medicaid Plans
- Individual and Group Health Insurance
- Individual and Group Medicare Health Insurance
- Dental Plans
Medicare Untangled ©
A Translation of Healthcare Gobbledygook.
An essential healthcare resource that wades through a sea of government and corporate gobbledygook and untangles the complexities surrounding Medicare. Karen Emma, a leading financial advisor, simplifies Medicare’s many obscure moving parts and explains how to make the most of Medicare benefits and what to beware. Includes an invaluable dictionary defining Medicare acronyms.
Who We Are
Financial Longevity Bundle
What We Do
Medicare Untangled
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Managing Your Wealth In Line With Your Life.
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.
For More Information on our Securities, Investment Related Services and Advisory Services, Visit www.universalwm.com
*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.
Neither Osaic Wealth, Inc., nor its representatives or employees provide legal, tax or accounting services.
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This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, IA, IL, IN, MA, ME, MI, MO, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted for any resident outside the specific state(s) referenced.