What We Do
About Us
U&J Solutions LLC helps middle-class Americans and immigrant families build financial security through trusted insurance solutions and personalized guidance. Led by licensed professionals, we make it easier to protect what matters, grow wealth, and plan confidently for the future—with integrity and care at every step.
What We Can Do For You
Life Insurance Planning
Help clients secure indexed universal life (IUL), whole life, and term life policies to protect loved ones and build long-term financial security.
Retirement Income Strategies
Design income solutions through annuities and other insurance products to ensure a steady stream of income during retirement.
Final Expense & Burial Planning
Provide peace of mind with affordable policies that cover funeral and burial costs, relieving families of financial stress.
Living Benefits
Educate clients on life insurance policies that include benefits for critical illness, chronic illness, and terminal conditions while still living.
College Funding Strategies
Guide families through flexible insurance-based approaches to save for higher education expenses.
Financial Literacy & Empowerment
One-on-one sessions to help clients understand their finances.
Business Continuation & Key Person Coverage
Assist small business owners in protecting their enterprise with insurance that covers key personnel and succession plans.
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Our Approach
Achieve Financial Freedom
At U&J Solutions, we are committed to providing personalized financial coaching services to help individuals and families achieve their financial goals at no cost. Our focus is on empowering our clients with the knowledge and tools to make informed decisions, manage debt, save effectively, invest wisely, and secure their financial future.
