Knowing our clients and seeing their big picture means we can plan with confidence. Everyone comes to us at a different point in their lives, with unique circumstances, priorities, and goals. We view each financial situation through multiple lenses. This holistic approach shines a light on opportunities that may have otherwise gone undetected. It is […]
FAQs
Why work with a CERTIFIED FINANCIAL PLANNER™?
A CERTIFIED FINANCIAL PLANNER™ (CFP®) is one of the most esteemed designations a financial advisor can earn. As CFPs, we abide by a strict code of ethics, exceptionally high fiduciary standards and complete substantial educational requirements each and every year. We maintain this certification as a commitment of excellence to our clients and our firm.
Why is it important to work with an advisor?
The importance of working with an advisor cannot be understated. We are obligated by law to act in the best interests of the client, above all others. We have a goal to carry out our responsibility with as few restrictions and as transparently as possible without restriction. We offer advice independent from a requirement to […]
What is an integrated planning team?
At Unified, when it comes to managing wealth, we bring multiple perspectives to the table. With complex planning situations, we believe the best outcomes are generated with a multi-disciplined team that encompasses a variety of specialties and areas of specialization. Our core group of CERTIFIED FINANCIAL PLANNER™ professionals, portfolio managers, insurance specialists, and other business […]
