We coordinate your financial plan so you don’t have to
As a financial planning and investment management firm, our primary job is to take care of your money. Unified takes on some additional service roles which also impact on your plans for retirement. Our experienced team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals work to coordinate your retirement planning, estate planning, tax planning, investment management and risk management.
Most financial planners see each of these as separate components — to be managed independently, if at all. At Unified, we see enormous value in examining all of these components as a whole. We understand that each aspect of your finances affects all of the others — they are all interconnected and each plays a role in the outcome of your plan.
Ongoing management, strategy and advice
At Unified, we want to be the last financial advisor you will ever have and your most trusted financial resource. We also want you to know exactly what’s going on with your money. In addition to our initial meetings, we will continually stay in touch and reassess your financial plans as your situation changes. We will always be there to answer your questions and help you navigate a financial landscape that can seem volatile, uncertain and complex.
Every Unified client receives the following services throughout the year:
Financial planning is planning for life. At Unified Wealth Management, we take a comprehensive approach to working with you and your financial story. Rather than looking at you in pieces or focusing only on investments, we have developed and refined a process that helps unify all the key elements of your finances: investments, retirement, estate planning, insurance and tax strategies, together, under one roof. As a part of Unified’s client family, you will receive an array of benefits throughout the year.
Click each of the services below to learn more: