Corporate executives understand the need for coupling short-term flexibility with long-term security. They also recognize that a sound financial plan is essential for pursuing a rewarding lifestyle and a gratifying retirement.

Many of our clients have spent their entire careers in the corporate world, which often brings with it a unique set of elements. Making sense of company stock, options, equity, pensions, 401(k), non-qualified plans, and other benefits can be challenging. Decisions regarding contributions and distributions can have both short and long term effects, including tax consequences. 

Unified’s team of experienced professionals knows how to navigate the complex maze of corporate benefits and helps clients plan now and for the future. We can additionally recommend tax-advantaged investments to help retain more of what they earn.

We also assist in areas beyond the workplace, including family wealth management, retirement planning, saving for children's college educations, and more. Strategic decisions are guided by our True Bearing Roadmap, which helps preserve wealth with the client's entire financial picture in view.

With trusted advice and a comprehensive plan grounded in experience and knowledge, a complex financial situation can grow into a source of confidence, independence, and financial freedom.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.