Investment management & Financial consulting

UDB Financial

Services & Strategies

Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in ...

Financial Planning

We help you simplify the demands of managing your wealth to enable you to devote time to your business, your personal endeavors and your family. We organize your assets, asset ...

Risk Management

Our risk management team will evaluate your non-financial risks by exploring options such as umbrella coverage, long-term care coverage, life coverage and medical coverage to help you anticipate change and ...

Retirement Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, business buy-sell continuity strategies, or individual retirement plans. We will meet with you ...

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 ...


                                               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

Press Releases
31
Aug
UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE

Michael Upton, Jeff Draughon, Brian Flynn, Lori Decker, Brad Secrest & Chris Daigrepont from UDB ...read more

27
Jul
Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International (BMDMI)

Jeff Draughon, owner/financial consultant for UDB Financial, and a volunteer for Baptist Medical Dental Mission ...read more

24
Mar
JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision ...read more

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.