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Have You Met Your Financial Consultant? We're Here For You

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.


LPL Financial Brokerage Compensation and Conflicts Disclosure                             LPL Financial Relationship Summary

Helpful Content

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Comparing Investments

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

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

 

Couples and Money

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Diversification, Patience, and Consistency

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The Sequence of Returns

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Split Annuity Strategy

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Managing Money as a Couple

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

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

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

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Investment Strategies for Retirement

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

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A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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