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8733 Lakewood Drive
Suite 210
Windsor, CA 95492

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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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Directors and Officers Liability Insurance

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

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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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

Managing Your Lifestyle

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Can a Million Dollars Buy You?

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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