The UNITY Difference
UNITY | The "Other" Firms | Robo Advisors & DIY | |
|---|---|---|---|
Investment Management | ✔ | ✔ | ✔ |
Retirement Income Planning | ✔ | ? | ❌ |
Financial Plan Included | ✔ | ? | ❌ |
Estate Planning Included | ✔ | ❌ | ❌ |
Tax Prep & Filing Included | ✔ | ❌ | ❌ |
Tax Planning Included | ✔ | ❌ | ❌ |
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OUR SERVICES
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Our Planning Process
Your journey with Unity begins by uncovering your deeper purpose.
We’ll build on the conversation from your Explore Call by introducing tools that help clarify what matters most, bring awareness to your spending, and begin shaping your initial financial plan.
Behind the scenes, we’ll be running the numbers to fine-tune your strategy. Over the next several weeks, we’ll meet to dive into key areas—income, investments, taxes, insurance, and estate planning. In each meeting, we’ll highlight action steps to keep you aligned with your goals and moving forward with confidence.
We’ll evaluate your current path to retirement and align your investment income with other key sources like Social Security. This allows us to uncover opportunities to enhance your strategy.
Our goal is to ensure you have a plan that maximizes your income and supports the lifestyle you envision. You’ll also see a clear projection of your income throughout your entire retirement.
Once we’ve defined your retirement purpose and optimized your income plan, we can determine how your investments need to perform to support it.
Using the information we've gathered, we’ll present tailored recommendations and walk you through the strategy in detail. You’ll have the chance to ask questions and gain full clarity—our goal is to ensure you're confident and comfortable before we move forward.
Since taxes can be one of your biggest expenses in retirement, having a smart tax strategy is key to preserving more of your nest egg. Our focus is on minimizing your tax burden both now and in the years ahead.
You’ll receive a detailed analysis of your potential tax impact, along with personalized recommendations to help optimize your overall financial plan.
At Unity, you receive comprehensive support for every aspect of your retirement—no add-ons, no hidden fees. We’ll review your existing estate plan to ensure it accurately reflects your wishes and long-term goals.
Even the best strategies can fall short without the right protection in place. That’s why we evaluate your insurance and estate coverage to make sure you’re prepared for life’s uncertainties.
By taking this holistic approach, we’re able to deliver a deeper level of guidance and service.
After your plan is implemented, we remain by your side. We’ll continuously monitor your progress and revisit your strategy regularly to ensure it stays aligned with your evolving needs. With your approval, we’ll make thoughtful adjustments to keep everything optimized and on track.
