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8733 Lakewood Drive
Suite 210
Windsor, CA 95492

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

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

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Bursting the Bubble

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

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