Universal Prime
We aspire to create long-term, meaningful relationships with clients and help them understand life dynamics and intelligently adapt to changing conditions. Our mission is to ensure our client's Legacy - Wealth, Knowledge & Wisdom are secured for their inter-generation.
Our Services
Wealth Planning
Retirement Plan
Retirement Plan
We are experts in Estate Planning and Wealth Distribution, with decades of experience working with family businesses. Each generational transition is an opportunity to reflect on the future strategy, ownership, and management structure. Preparing for this transition in advance is critical to the continued success of the family. Our work with large and complex family businesses over the years has allowed us to understand the sensitive emotions that form the fabric of family networks.
Retirement Plan
Retirement Plan
Retirement Plan
It might be hard to think about it now, but chances are you’ll need some help taking care of yourself later in life. The question is: How will you pay for it? At Universal Prime, we promise to find the right Annuity Plan that helps you expedite your life goals, be it funding for your children's education at the early stage of raising a family or a comfortable retirement when you are exploring new horizons in your senior years.