Your life, your journey, your choice ...
Who can you turn to—and trust—
to help you preserve and build your wealth?
In this information-saturated society, access to investments and financial advice is just a telephone call or web click away. But few individuals have the experience and resources to go it alone. While the financial marketplace is crowded with firms eager to help you manage your financial affairs, where should you really turn for help?
Where can you find the confidence that comes with knowing that your best interests drive every decision?
A relationship based on your best interests
At Unified Wealth Advisors, we manage your wealth with sensitivity and skill. We understand the financial challenges and opportunities life and business present to you. Across our wide range of services, we work in numerous ways striving to help your financial affairs flourish. We are always approachable, responsive and committed to keeping your interests at the heart of every decision made.
At the core of our wealth management approach is a deep responsibility to keep clearly focused on your goals, while looking ahead to capture the latest information on the economy and the financial markets-all for your benefit. We are deeply sensitive to the need to manage risk while making the most of every financial opportunity.
For a check-up, a second opinion, a complete evaluation of your investment needs, a customized wealth plan or anything in between, we can help you make the right choices. And we can save you time and stress by making the process refreshingly simple and clear. As a result, you can dedicate more time to the other more important things in your life.
Are you ready to invest in your future?
The next move is yours …
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Do your insurance needs stay the same when the nest empties?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Marriage changes everything, including your insurance needs.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.