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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Tips on insuring your teen driver.
One way to find money is to examine your current spending habits and eliminate money wasters.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the importance of having an estate strategy in this helpful and informative video.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Want to do more with your wealth? You might want to consider creating a charitable foundation.