About Future U Financial Inc.
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.
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.
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.
Working with Josh has been hugely helpful both in demystifying the investment landscape and in making the most of the money I have available for investment.As someone in their mid-thirties and public school educated, I've found myself at this stage of life with the resources and want to plan for retirement but woefully ill-equipped to know the best resources. I had taken the set-and-forget approach to saving/investing for the first decade of my career on Wealthfront/401k and now want to accelerate the growth with a more hands on approach.Josh was able to consolidate all my assets across many platforms (Robinhood, Wealthfront, 401k, Fundrise, etc.) and use that to assess...read full review