James Predoehl

Financial Advisor - Universal Financial Strategies

James Predoehl is Financial Advisor for Universal Financial Strategiess. On this page, you'll find the business email and phone number for James Predoehl as unique insights such as do's and don'ts for engaging, and outreach tips based on both DiSC and Ocean personality profiles.

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James Predoehl Phone Number

N/A

James Predoehl Email Address

j*****@**********.com

James Predoehl Office Address

7431 O Street
Lincoln, NE 68510

James Predoehl Personality Insights

Get personality-driven outreach tips to strike the right chord with James Predoehl. From suggested email length and tone to AI-generated subject lines, personality-based tips make decision-makers like James Predoehl 233% more likely to reply to your outreach.

James Predoehl DISC Profile

DiSC is an assessment tool used to improve communication, sales outreach and negotiations. Winmo subscribers use this assessment to get specific information about [John Lewnard] to help determine the best way to interact and engage.

James Predoehl OCEAN Profile

The OCEAN Profile is a general indicator of five (5) key universal personality dimensions. Winmo subscribers use this assessment to get specific information about James Predoehl to help determine the best way to interact and engage.

Universal Financial Strategies

Universal Financial Strategies is an independent, locally owned, firm offering securities and Investment Advisory Services through Woodbury Financial Services, Inc. Mike Puls, James Predoehl, and Doug Thompson are Financial Advisors and owners of the company. Together with Jeff Koolen, Certified Financial Planner, the partners offer wealth management plans designed to help you reach your retirement goals*. The core aspects of each individualized client plan include expanding wealth, producing reliable income during retirement, and passing wealth to heirs or charitable interests. Universal Financial Strategies also offers life insurance, long term care insurance, and fixed annuities as an independent insurance agency. As Financial Advisors, Mike, James, Doug, and Jeff serve clients as fiduciaries or "Investment Advisor Representatives" under Woodbury Financial Services, Inc., Registered Investment Advisor. People like you, who have retired or are about to retire, commonly ask these questions of our Financial Advisors as they begin the process of creating a wealth management plan for their retirement years: How much money do I need to retire? Can I avoid losing money in my investment portfolio? What will happen to my nest egg during retirement? Can I take a comfortable retirement income without going broke? What will inflation do to my retirement income? The economy is horrible, should I postpone retirement? What if the next ten years are like 2000-2010? Whether you are retired or thinking about retiring soon, the Financial Advisors who own Universal Financial Strategies will provide you: A real wealth management plan tailored to your wants and needs. A plan to provide predictable retirement income you cannot outlive. Principal protection and growth strategies. Risk based portfolio models, rebalanced annually, with ongoing monitoring by third-party research firms like Ibbotson and Morningstar. Gifting, 529 plans, and other wealth transfer strategies. Life, health, and long-term care insurance reviews. When you ...

Main Telephone

(402) 323-8141

Primary Address

7431 O Street
Lincoln, NE 68510

Fiscal Close

#Employees

Founded
2006

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