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Have You Met Your Financial Consultant? Epidemics and Stock Market Performance

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.

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

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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