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Estate & Tax Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for future generations. We will work with your attorney to implement your estate plan from beginning to end and review it annually.


                                               Congratulations!!  Best Financial Advisor-Cenla s Choice Awards 2017
Given by The Town Talk (Award based on online votes)

• Michael Upton, AAMS, AIF®,

Financial Consultant

News
  • Aug 31
    - UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE
  • Jul 27
    - Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International (BMDMI)
  • Mar 24
    - JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

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Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NY, OK,  PA, SC, TN, TX, VA. WA, WI & VI.