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.
Helpful Content
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
View all articles 
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.