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 …
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What kind of auto insurance should you have? Do you know?
A quick look at how federal income taxes work.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
When considering life insurance, it's important to understand your options.
Earnings season can move markets. What is it and why is it important?
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.