Header banner
Revain logoHome Page
Maurice Branch photo
1 Level
1302 Review
44 Karma

Review on Ubiquity Retirement by Maurice Branch

Revainrating 5 out of 5

Great Benefits and Guidance Throughout Process

I like that they can help you find what options will work best for your situation or budget as well have great guidance throughout all processes! It may take some time before getting used to everything but still very helpful once learned!! The process was pretty good overall in helping me pick an option which worked out better than others. They helped us decide between several different companies/plans while also providing recommendations from other clients who had already done it so this made things even easier when choosing one vs another. The most valuable part of this service is the ability to have a plan in place before you retire. It also helps you get the most out of your retirement when you are retired. It is a great tool to have in place to ensure you are making the best plan possible. There is nothing I disliked about the program. It is a great service to have in place. I highly recommend this service! The ability to have a plan in place before you retire.

img 1 attached to Ubiquity Retirement review by Maurice Branch



Pros
  • Flexible plans with lots available choices
  • Very thorough reviews, information provided at each step along way.
  • Ability do see how much money we could make if certain changes were implemented (and then be able implement them)
  • Guidance offered through many steps including financial planning etc
  • Ableto choose any path without worrying too hard because there's always support & advice given by people familiar wth such decisions
Cons
  • Not bad