At Unified, regular contact and collaboration with clients is our normal practice. The more we communicate, the more successful we both are. Empowering clients is a key tenet of our firm. It’s hard to be confident in your financial plan when it’s managed in the dark. Our transparent approach and access to resources puts clients in a position to be knowledgeable and in control.
- Routine strategy meetings to review the progress of your financial goals, plan and investment portfolio
- Regular market and economic updates to keep you informed
- Quarterly newsletters that keep you apprised of current planning strategies and research
- Special reports on matters that may impact you and your family
- Access to our education and video library, including professional market insights, on-demand recorded web conferences, and Podcasts
- Client appreciation events and educational workshops
