Future U Financial Inc. is dedicated to empowering clients by providing an alternative to traditional wealth management and financial advising. The firm operates on a consulting-only model, which means they do not sell financial products, trade accounts, or transfer funds. Their services include retirement and investment planning, continuous monitoring of financial plans, and unbiased personal investment recommendations for a flat monthly rate.
Clients have praised the firm for its proactive and sound advice, particularly in managing retirement accounts and navigating market uncertainties. Many have found their quarterly meetings helpful in understanding their options and making informed decisions. The advice received has led to improved performance in clients' accounts, alleviating anxiety about market conditions. Overall, clients highly recommend Future U Financial for its commitment to providing direction and support throughout their financial journeys.
Financial peace of mind in uncertain times. Josh is a tremendous asset for anyone trying to navigate the market, providing detailed analysis and expert advice to help you make decisions for your financial future. Instead of investing you in standard funds and taking a percentage of your portfolio no matter the outcome like most brokers out there, Future U gives you personalized, independent advice to create a diversified plan for your investments to set you up for the future.
Whether it is monthly portfolio reviews, new up and coming opportunities, full write ups about specific funds and stocks, or outlooks for the future, Josh is always there to provide expert information,… read full review
Apr 2024
5.0★★★★★
These guys are THE BEST! I sincerely feel like they keep me from missing the boat on when to trade. Their advice has been right on the money, and they are extremely proactive. My retirement account is doing so much better since I started with Future U Financial! Highly recommend.
Dec 2023
5.0★★★★★
Over the past year, I haven't been able to decipher the market indicators to feel confident my money would be appreciating ata level that meets expectations. Therefore I haven't been doing anything, which makes my anxiety go up. I got introduced to Josh and he explained how Future U Financial is an advice only firm and I will not have to pay commission or trade fees. This coupled with scheduled on my time financial planning sessions made me a customer. for the past 6 months, I now have direction and a plan that I'm excited about as we navigate through extraordinary times. The only regret I have is not working with Josh sooner.
