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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

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

When Do You Need a Will?

When Do You Need a Will?

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


The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

How Income Taxes Work

A quick look at how federal income taxes work.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Tax Freedom Day

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

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

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Retirement Plan Distributions

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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