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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
There are common mistakes you can avoid when saving for retirement.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Here's a breakdown of how the federal government spends your tax money.
This worksheet can help you estimate the costs of a four-year college program.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.