Dependable retirement income
Create income strategies and evaluate appropriate available annuity solutions.
Private Clients
Financial Strategies Built Around the Life They Must Support.
Ursus works with individuals, families, business owners, executives, and retirees seeking thoughtful guidance across retirement income, protection, physical precious metals, and long-term family objectives.
What we can address
Start with the need—not the product
Family and business protection
Consider life insurance for family members, business interests, and continuity needs.
Physical precious metals
Understand appropriate direct ownership and retirement-account precious-metals ownership.
Liquidity and flexibility
Consider access, timing, transaction requirements, and changing priorities.
Legacy coordination
Support family and legacy objectives alongside attorneys and tax professionals.
Existing advisory relationships
Bring specialized resources into the client’s established professional team.
The client process
A coordinated path forward
- 01
Understand
Understand the client’s priorities and existing financial relationships.
- 02
Evaluate
Evaluate appropriate strategies and available products.
- 03
Coordinate
Coordinate with custodians and the client’s other professionals.
- 04
Implement
Implement approved solutions and remain available for ongoing service.
Retirement-account precious metals
Plan for ownership, liquidity, and timing
Eligible retirement-account precious metals must be approved and administered by the custodian. Metals fluctuate in value, and purchases or sales may involve premiums, spreads, fees, processing time, and settlement time. Liquidity needs and expected timing should be considered before allocation. Eligibility and suitability depend on the investor, account, custodian, asset, and proposed transaction; not every transaction will qualify.
Ursus provides education, appropriate product implementation within its current authority, and professional coordination. Ursus does not provide comprehensive financial planning, tax, legal, or securities advice.