@UNITED BA
We offer a unique approach to investing for individuals committed to planning their financial future, families and small businesses. Since 1981, our advisors have a proud history of providing personalized, independent financial advice and guidance to our clients.
About Us
Working Together
With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can help make a real difference, both for your family and your business.
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Team of Professionals
We understand that your investment portfolio is only one aspect of your whole financial picture, which is why we work with a team of professionals, including your CPA and Estate Attorney, to determine the most beneficial course of action and strategy for all of your wealth needs.
And if you don’t have a CPA or an Estate Attorney, we can help you find the right one, based on your specific goals.
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We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to help meet all of your retirement plan needs.
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It is our goal that by having a team of professionals working closely together, we maximize the effectiveness of your plan to help ensure that it stays in synch, with every item properly addressed.
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Comprehensive Approach
In order to help you maximize your potential for success in all areas of your financial life, we focus on these important areas:
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Wealth Enhancement
This process can be key to creating and maintaining your financial comfort. It can include:
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Managing resources and your portfolio
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Tax planning and tax efficiency issues
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Personal savings
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Simplifying your financial life
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Education funding
Wealth Transfer
Proper estate planning is the most effective way to help ensure that you are able to provide for the financial health and well-being of your family. It also can reduce or prevent much of the stress that so often occurs when heirs attempt to sort out a family member’s estate.
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