Broker Check
Traditional or Roth IRA? Retirement Planning Your DNA Test

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.

Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Business Cycle

How will you weather the ups and downs of the business cycle?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

View all videos arrow