As a UNIFY Financial Credit Union member, you have access to assistance from experienced Financial Consultants through UNIFY Investment Solutions. 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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Even if you’re young and single, you should still consider protecting yourself.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn about the average American budget in this fun and interactive piece.
This checklist can give you a quick snapshot of how prepared you are.
Is your estate in order? This short quiz may help you assess your overall strategy.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A special needs trust helps care for a special needs child when you’re gone.
When you retire, how will you treat your next chapter?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.