Long Island, New York – As in many different industry segments, the tendency is for the status quo to remain. Companies and consumers fall into a pattern of “it is working, so let’s not upset the apple cart” mindset. Most of the time this is acceptable, but there are notable exceptions. Where would society be without the automobile, the telephone, electricity, and the ever popular cell phone to name a few.
The same mindset carries into the world of personal financial services. Similar methods have been utilized to offer products and services to consumers through familiar distribution channels. As the economic conditions change almost daily, consumers’ needs are changing as well and the status quo is no longer acceptable.
Utilizing services including retirement planning, college planning, long-term care, life insurance, and trust and estate planning Universal Wealth’s mission is to empower its agents to build clients’ generational wealth and achieve financial freedom with unmatched expertise and a personalized approach. The company crafts financial solutions that propel dreams into reality. Universal Wealth challenges the conventional, and ensures their team’s impact is profound and everlasting.
When asked why Steve Kent Financial Services joined Universal Wealth, Steve Kent replied, “It was built to challenge and change the status quo. It is changing the industry by educating consumers first so they not only know their options but the reason those options are right for them. Additionally, the company has the same high standards that I do, so it was a perfect match.” Universal Wealth partners with some of the top-rated financial companies to offer a wide array of products to consumers.
An organization typically follows its leaders. Universal Wealth, a Forbes Financial Council member firm, is built on honesty, integrity and everyone considers it a family. The financial services company uses the term “families helping families” and the team takes their mission to educate and help families personally.
Steve Kent is licensed in 10 states as he seeks to help more people become financially free and live the life they want to. According to Steve Kent, “Many people do not think about retirement and then rationalize that it is too late to start a plan. This is not the case. It is better to start a plan and have something, than not to start. In a worst-case scenario, if you have no plan then you will get the government’s plan which might not be what you had hoped for. As you progress through your life, ask whether you are building someone else’s dream or are you building your own.”
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Company Name: Steve Kent Financial Services
Contact Person: Steve Kent, CEO
Email: Send Email
Phone: (516) 727-2294
City: Long Island
State: New York
Country: United States
Website: https://www.stevekentfs.com