As a UNIFY Financial Credit Union member, you have access to assistance from experienced Financial Consultants through UNIFY Investments & Insurance. Our Financial Consultants develop ongoing personal relationships with their clients to help guide them through the financial planning process at every life stage, as well as provide alternative savings options.
Our extensive line of investment services includes:
- Full Financial Planning and Analysis
Our experienced Financial Consultants will evaluate your current savings, insurance and investment portfolio to create a personalized plan that works toward achieving your financial goals.
- Retirement Planning
We'll discuss your retirement goals and strategies that may help you generate income for retirement.
- Estate Planning
A well-organized plan may help you protect your assets and reduce estate taxes so you can leave as much as possible to your beneficiaries.
- Education Savings Plan
Learn more about tax-advantaged accounts for school and college savings.
- Mutual Funds, Annuities, IRAs, Stocks and Bonds
Our Financial Consultants can explain the advantages and disadvantages of various investment products to help determine which may be right for you.
We invite you to explore our website and begin investing in your financial future today by scheduling a complimentary consultation with your Financial Consultant.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When considering life insurance, it's important to understand your options.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Five strategies for managing your student debt.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There’s an alarming difference between perception and reality for current and future retirees.