Our Services
Financial Planning
United Capital of South Florida pulls together all aspects of wealth - investments, taxes, retirement, education, philanthropy and family. We explore how our clients feel about their wealth, and what they want out of life for themselves and the people they care about. We then develop a plan that helps them meet their needs, achieve their goals and hopefully live their dreams.
Our allegiance is to our clients.
We ensure action plans are carried out. From portfolio re-balancing, to making an annual gift for college funding, to setting meetings to ensure that wills are updated - United Capital of South Florida looks out for its clients. We give clients access to their entire financial picture through a personalized and secure website. Included on the site is a virtual vault that stores all vital information like wills, trusts, family photos and medical records.
Our system updates account balances nightly and alerts us when something needs attention. Bottom line -United Capital of South Florida looks out for what is most important to our clients.
Corporate Retirement Planning
In Florida's tight labor market, the employee benefit package can make all of the difference in the race to attract and retain talent. United Capital of South Florida's retirement planning experts work with businesses of all sizes and industries to design and implement retirement and executive benefit plans that meet corporate objectives and help employees achieve financial goals.
At the heart of our services is education. Participation in a retirement plan is one of the most important financial decisions a person can make and we make sure that employees understand that. Our Certified Financial Planners™ and dedicated enrollment staff conduct fun and informative meetings to help your employees. Consequently, participation in our clients' sponsored retirement plans typically increases significantly. We also conduct educational seminars for employees. Whether the audience is executives, at or near-retirement employees, or young professionals, United Capital of South Florida will provide practical tips on how employees can achieve financial success. Individual corporate-sponsored financial planning services are also offered.
Our efforts to educate do not rest with employees only. It also extends to Plan Sponsors, Trustees and Fiduciaries. Annually, we meet with clients to review their Plan. We make sure they understand it, are acting in the Plan's best interest and are adequately protecting themselves.
Investment Advisory
United Capital of South Florida has a planning-focused approach to investment management. Our investment strategies are custom-designed to help our clients meet their long-term financial goals. We do not try to outperform various benchmarks; we aim to outperform client goals with the least amount of risk. We act objectively and independently and our due diligence process is extensive and ongoing. We are committed to screening, monitoring and hiring the best of investment managers. If a manager does not perform to expectations, we terminate the relationship.
We help clients develop an Investment Policy Statement, which is the foundation for all future investment decisions. It serves as a guidepost, identifies goals and creates a systematic review process. The Investment Policy Statement keeps us focused on long-term objectives during short-term swings in the market. It provides a baseline from which to measure investment performance of the overall portfolio, as well as the performance of individual money managers.
Individual Insurance
A sound financial plan is only sound if the proper protections are put in place. Throughout the financial planning process, United Capital of South Florida works with clients to identify risks that could get in the way of achieving their goals. We then develop creative insurance solutions to minimize those risks.
We also work with our clients' legal and tax advisors to provide customized insurance solutions in complex estate planning matters to facilitate intergenerational planning, minimize tax liabilities and maximize benefits going to heirs.
Securities Brokerage
We offer the following products through Girard Securities, Inc:
- Commission-based brokerage accounts, carried by National Financial Services, LLC ("NFS")
- 529 College Savings Plans
- Variable Annuities
- Variable Life Insurance
For more information on these services, please contact the following:
Neal A. Slafsky, CLU, ChFC, CFP™
Client Access and Resources
Retirement Plan Account Access
Personal Investment Account Access
Securities offered through Girard Securities, Inc.
Member FINRA/SIPC