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.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How long does a $20 bill last?
Here are five facts about Social Security that are important to keep in mind.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?