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Have You Met Your Financial Consultant? The Power of Tax-Deferred Growth The Latte Lie and Other Myths

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.

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A Bucket Plan to Go with Your Bucket List

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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

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Estimating Your Estate Taxes

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Global vs. International: What’s The Difference?

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Immediate vs. Deferred Annuities

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Insurance Needs Assessment: For Empty Nesters and Retirees

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You May Need to Make Estimated Tax Payments If…

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Tax Freedom Day

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

Contributing to an IRA?

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

Doubling Your Money

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How Compound Interest Works

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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