Step 1: Watch Video
Discover how we can help you build your dream retirement.
Step 2: See If We're A Good Fit
To understand if we are a good fit, start by completing the form below. If so, you will be invited to book a meeting where we can begin to help you build your dream retirement plan.
Step 3: Get Your Questions Answered
Retirement Roadmap Questions, Answered
Watch the videos below for quick answers to common questions about the URS Retirement Roadmap, the planning process, fees, wealth management, and what to expect before your first call.
Question 01
What is the URS Retirement Roadmap, and who is it for?
Question 02
What’s the difference between the Basic and Premium Retirement Roadmap?
Question 03
What happens during the planning process?
Question 04
Do I have to move my investments to URS to work with you?
Question 05
What happens if I continue into a wealth management relationship?
Question 06
Where are my assets held, do you custody the money?
Question 07
How much does the URS Retirement Roadmap cost?
Question 08
How do fees work if I choose wealth management?
Question 09
Do you have an account minimum for wealth management?
Question 10
Are there any commissions or incentives tied to recommendations?
Question 11
What happens if the market crashes right after I retire?
Question 12
Am I going to be handed off to a junior team member?
Question 13
I have a very complex tax situation, RSUs, business sale, executive comp, can you handle that?
Question 14
What exactly do I need to prepare for our first call?
Jupiter Office:
4425 Military Trail, Suite 208
Jupiter, FL 33458
Monday – Friday 9:00 am to 4:30 pm
By Appointment Only
info@ursadvisory.com