Universal makes

Decision-Making Simple

Resources and solutions for personal finance to build generational wealth.

Review your current situation

Analyze the best options for you

Implement what best benefits you.

Our Services

When you need to protect your family, assets and legacy, turn to a Universal Wealth Agent. We provide these and other services.

Life Insurance

Life is valuable, and preparing for the unexpected is crucial. Our life insurance provides extensive coverage for your family's financial security.

401k/ IRA Rollover

Consolidating retirement accounts can be difficult. Our 401k rollover service aims to protect your savings and ensure a steady income in retirement. Our experts will assist you.

Annuities

Planning for retirement is important. Annuities can provide a steady income during retirement. Our services assist in finding the right annuity for your goals.

College Planning

Impact offers college planning services, including saving for education and guidance from specialists to find the right program.

Estate Planning

Estate planning protects your loved ones' financial security. Wills and trusts ensure proper asset distribution, leaving a financial legacy and peace of mind.

2 Options to help you secure your legacy.

GET STARTED

Long-Term Care

As we get older, we might need help with daily tasks. Planning for long-term care can protect your finances and independence. Our affordable insurance can help with this.

Debt Management

We offer assistance in managing finances and becoming debt-free, including advice on debt, credit card debt, tax debt, and budgeting.

Business Solutions

Our team can help establish Key Person Insurance, Buy-Sell Agreements, Split Dollar Strategy, Executive Bonus Plans, Deferred Compensation Plans, Employee Benefits, Succession Planning and more.

Veteran Resource Advocates

Founded by veterans to empower and support fellow veterans in filing VA disability claims. Offering unparalleled legal expertise to ensure veterans receive the benefits they rightfully deserve.

Tax Services

Comprehensive assistance to help you navigate the complexities of taxes with confidence. Our services include personalized tax planning, preparation, and advice for both individuals and businesses.

Your trusted

financial partner

Expert Guidance - Work with licensed expert financial professionals to get trustworthy guidance on building your financial freedom.

Personalized Strategies - Receive personalized growth strategies to meet and exceed your individual financial goals.

Comprehensive Solutions - Access to our industry leading financial services and solutions that will help you secure a better future.

Education Platform - Access valuable education resources for wealth building to enhance your knowledge.

Long-term success - Ensuring your financial security for years to come is our priority.

Schedule a time

Allow us to connect you with an exceptional Universal agent who can provide you with the best options for you and your family.

Universal Wealth assists individuals in reaching their financial objectives by providing expert guidance and assistance, with the goal of creating lasting positive effects on both individuals and society.

info@universalwealth.com

15282 West Brookside Lane,

Building B, Unit 119

Surprise, AZ 85374

Disclosure: No Legal or Tax Advice

Universal Wealth and Universal Tax Advisors are not law firms, do not employ attorneys, and cannot provide legal advice. We recommend consulting a qualified attorney for any legal matters. Our team includes enrolled agents, not CPAs, who are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. While we offer expert tax preparation and advice, we do not provide legal or real estate consulting services. All information is for informational purposes only, and professional advice should be sought for individual circumstances.