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8733 Lakewood Drive
Suite 210
Windsor, CA 95492

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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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 …

Helpful Content

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Is a Variable Annuity Right for Me?

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

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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