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 Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Five overlooked tax deductions to help manage your tax bill.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
A look at the new, record-high retirement contribution limits from the IRS.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how to set up your financial goals for success? This knight does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There are three things to consider before dipping into retirement savings to pay for college.