Products & Services

The Alcove Conference Room

Every client deserves to be treated like a top executive.

The UFS Difference

Our Office

Come for the financial guidance, stay for the delicious coffee and vibrant atmosphere!

Schedule a Meeting

We provide assistance in the following areas:

Investments

Fixed Index Annuities
Managed Portfolios - Stocks, Bonds, ETFs, Mutual Funds, Structured Notes, Buffered ETFs
Traditional IRA
Roth IRA
Roth Conversions
SEP IRA
Simple IRA
CD Alternatives

Financial & Retirement Planning

Retirement Income Plans
401(k) Planning
401(k) Rollovers
403(b) Planning
College Savings Plans
Estate Plans

Insurance

Fixed Index Universal Life Insurance
Term Life Insurance
Long-Term-Care Insurance
Hybrid plans

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.