The Financial Longevity Bundle© Mission

The Mission of The Financial Longevity Bundle©, created by Karen Emma, President of Universal Wealth Management (UWM), 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 is 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. 

Our Team of experienced professionals, strive to provide top-notch, individualized 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.

UWM has developed a unique package of financial advisory services – The Financial Longevity Bundle© which incorporates UWM’s existing portfolio/wealth management strategies for retirement planning with a broad array of financial and healthcare factors that secure cash flow and retirement viability.

Today, financial portfolios and non-liquid assets are only one of the critical elements that make up and affect the Cash Flow that you will need for your retirement income – Cash Flow that helps ensure that you do not outlive your money. The Financial Longevity Bundle© was developed to provide our clients with an all-inclusive approach to retirement planning. Many people were working with financial advisors or financial representatives with the sole focus on investment/retirement products and planning. Few, if any, incorporated Social Security review, enrollment in Social Security retirement benefits, Medicare Part A, B, C & D in coordination with choosing the right Healthcare/Medicare plan in the full retirement planning process. Thus, UWM felt it was crucial to create the Financial Longevity Bundle©- lifetime cash flow (budget) - to ensure all areas were covered when planning for one’s retirement.