URS Advisory
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URS Advisory

If you are looking to grow and protect your wealth while leaving a legacy to your loved ones, let us help you.
If you’re looking for tax-efficient ways to withdraw income throughout retirement, let us help you.
If you’re looking for a financial team that listens to your concerns and cares about your goals as much as you do, talk to us.
  • Investment Management
  • Income Planning
  • Insurance Solutions
  • Working with Women
  • Fee-Based Financial Planning

Could your financial advisor be doing more?

All financial advisors are not created equal. As an investor, you have to consider several factors about a potential advisor and the firm they represent. What questions are they asking you before they start investing your money? Are they getting to know you, your cash flow, your tax situation, and your goals before jumping to recommendations? You want to partner with a financial advisor who will get to know you and your financial situation thoroughly and customize a dynamic and robust financial plan to address the challenges you face today and help you achieve your financial goals as life goes on. This shouldn’t cost you any more than the fee you pay for portfolio management, either. It might sound like a lot of expect from a financial advisor, but it’s just what we do at URS Advisory.

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A robust financial plan includes:

  1. Cash Flow Analysis- What are you spending/saving now? How much can you afford to spend once you retire?
  2. Your debt- Should you pay off your mortgage or invest your cash? What is the best way to pay off your debt?
  3. Risk Management- Do you need life insurance at this point in your life? Should you consider long-term care insurance?
  4. Retirement Planning- When can you safely retire based on your current financial picture? What steps do you need to take to get there sooner?
  5. Tax Planning- Are you taking advantage of all possible tax-advantaged accounts? Would Roth conversions benefit you now and/or in the future? Do you have employer stock in your 401K?
  1. Distribution Planning- What is the most tax-effective way to withdraw income once you retire?
  2. Social Security Maximization- What is the best time for you to take your benefits?
  3. Stress Tests- Using Monte Carlo analysis, we stress-test client plans against bear markets, high inflation, early deaths, longevity, and long-term care events.
  4. Gifting and Legacy Planning- What is the most tax-effective way for you to donate to charities? What is the most tax-efficient way to gift your children? How much are you likely to leave your heirs at your death?

Empowering Women



At URS Advisory, we can help create a retirement plan that fits women’s particular needs, goals and objectives and empowers them to take control of their financial life.
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Investment Management



Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs.

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Insurance Solutions



Our firm can help you create a dependable and sustainable source of retirement income to be used now, in the future or whenever you need it most.

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West Palm Beach Office

Overnight and Mailing Address
2247 Palm Beach Lakes Blvd, Suite 106
West Palm Beach, FL 33409
E: info@ursadvisory.com
P: (561) 594-0100
F: (561) 584-6892

Jupiter Office

By Appointment Only
1001 W. Indiantown Rd, Suite 102
Jupiter, FL 33458
E: info@ursadvisory.com
P: (561) 594-0100
F: (561) 584-6892

Treasure Coast Office

By Appointment Only
2400 SE Federal Highway, Suite 210,
Stuart, FL 34994
E: info@ursadvisory.com
P: (772) 919-6636
F: (561) 584-6892
Advisory services are offered through URS Advisory LLC dba URS Advisory, a Registered Investment Advisor in the State of Florida (CRD# 289892). Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, an affiliated company. URS Advisory LLC dba URS Advisory and JEL Enterprises, Inc. dba URS Insurance are not affiliated with or endorsed by the Social Security Administration or any government agency, and they do not render tax, legal, or accounting advice. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. You should discuss all information and ideas in detail with your financial adviser before implementing. All written content on this site is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Opinions expressed herein are solely those of URS Advisory LLC and our editorial staff. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.