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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Ascertaining the value of your business is important for a variety of reasons.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Building wealth requires protection from the forces of wealth destruction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
Around the country, attitudes about retirement are shifting.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.