Traditional financial services are broken. But you're not sentenced to a future like statistics suggest. When Ken became a financial advisor in 1995, 67% of all Americans were unprepared for retirement, today that number is closer to 90%. The point being, selling you a financial product will not build or maintain the wealth you want.
Because of this, Ken tirelessly built a new client experience from the ground up so you no longer have to be financially underserved.
Throughout his career Ken has posted several notable achievements:
1. Top quintile Merrill Lynch Advisor
2. Public speaker
3. Student of personal finance for nearly 30 years
4. Radio show host - Retirement Depot Radio
5. Co-author - Asset Protection and Wealth Preservation
6. Author - Right Where They Want You
7. Author - The Unrivaled Advisor
8. Co-founder - World Financial Group
9. Top 1% Financial Advisor in USA (by revenue)
10. Founder - Retirement Depot (a Registered Investment Advisory Firm)
11. Founder/Architect - UGRU Financial CRM (Cloud Awards finalist - CRM Solution of the Year)
12. Founder - UGRU Financial
But, more than that, multiple awards showcase his dedication to the people he serves. Ken believes that results matter and considers himself a recovering Investment Advisor, no longer a gatherer of assets, but an asset multiplier for his clients.
UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had and save money you didn't think you could so you can achieve financial independence on an average income.
We do this in two ways:
1. Instructional coaching which empowers you with world-class knowledge and skill so you can make optimal financial decisions saving you hundreds of thousands of dollars.
2. Transformational coaching where we help you work through limiting beliefs about money that prevents your success.
Click HERE to schedule a time to meet:
General Information |
| Firm Start Year: | 2011 | |
| No. of Employees: | 2-4 | |
| Insurance License#: | 736827 |
| States Licensed in: | AZ, AR, CA, CO, FL, IN, MT, NM, NV, TX, UT, |
| Number of Years with Current Firm: | 10 |
| Work Experience: |
UGRU Financial Coaching: Founder/CEO - 10 Years Retirement Depot (A Registered Investment Advisor): Founder/CEO - 8 years Merrill Lynch: Investment Advisor - 2 years AG Edwards: Financial Advisor - 1 year WFG: Co-Founder/Financial Advisor - 6 years |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Advice & Consulting, Money Management |
Services |
| Investment Types: | Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Alternative Investments |
| Can meet clients in the following ways: | Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity |
Firm Information |
| Advisor's Number of Clients: | 250 |
| Advisor's Number of Planning Clients: | 250 |
| Assets Managed by Advisor: | 100,000,000+ |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Flat Fee, Hourly, Commissions |
| Hourly Rate: | $150 |
FAQs |
Do you have a customer satisfaction or refund policy?Yes |
Why should I choose you as my financial advisor?The value I add is not from professing to beat the stock market or promise to cut your management fees. The value I add is from a step-by-step process that looks at one area of your finances, tests multiple iterations to identify which has the biggest positive financial impact, then move on to the next category. The process ensures that you are making the most optimal financial decisions in every area of your financial life. By doing this, my typical clients adds hundreds of thousands in their financial future. |
What are your qualifications? What is your education background?-Top quintile Merrill Lynch Advisor -Public speaker -Student of personal finance for nearly 30 years -Radio show host - Retirement Depot Radio -Co-author - Asset Protection and Wealth Preservation -Author - Right Where They Want You -Author - The Unrivaled Advisor -Co-founder - World Financial Group -Top 1% Financial Advisor in USA (by revenue) -Founder - Retirement Depot (a Registered Investment Advisory Firm) -Founder/Architect - UGRU Financial CRM (Cloud Awards finalist - CRM Solution of the Year) -Founder - UGRU Financial Coaching |
How do you charge for your services?Monthly subscription and hourly via Stripe payments |
How are you compensated? How will I pay for your services?Direct payments via Stripe/Cards. NOTE: To ensure quality time and attention, new clients are limited to only 3 per month |
Disclosures |
| https://ugrucoaching.com/ugru-stocks-disclosure/ |
|
Additional Detailed Disclosures https://wiseradvisor.com/disclosure/1888966/wiseradvisor-ugru-financial-detailed-disclosure.html |
Disclaimer |
| https://ugrucoaching.com/client-prosperity-agreement/ |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Sun. | 9:00 AM - 6:00 PM |
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Not Provided |
In 1995, 67% of all Americans were unprepared for retirement. Today that number is between 80 and 90%. The point is: traditional financial services are broken; they were from the start. This book is about you, your relationship with money, and how you can overcome what you may have thought impossible. Its a short journey intended to shed light on the negative view we tend to have about money, the people who are inadvertently (in some cases on purpose) misguiding you, and what to do about it so you can find money you didnt think you had, save money you didnt think you could, and finally have real and lasting positive financial change.
Our proprietary financial planning software "Retirement Destinations" placed in the top 10 of over 500 global competitors for the Cloud Awards.
| Bank Transfer | Visa |
| MasterCard | American Express |
| Discover | PayPal |
Buy Low Sell High
When: 05/28/2024 10:01 |
By:
Ken Gulliver
Location: Webinar
Details:Learn how to successfully trade stocks and crypto while saving time and money with UGRU Stocks" alerts ...more
 |
 |
 |
 |
