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 expert material 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 expert market insights, on-demand recorded web conferences, and Podcasts
- Client appreciation events and educational workshops