Unity Financial Advisors
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Learn More About Unity Financial Advisors And The Services We Offer
Our commitment is to help you work towards achieving all your financial goals and to guide you towards a ‘worry free’ retirement.
At Unity Financial Advisors, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
We are relationship driven. Our solutions are not one size fits all. We aim to provide impeccable client service to minimize taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect, maintain, and enhance our clients' lifestyle.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The federal government requires deceased individuals to file a final income tax return.
Ascertaining the value of your business is important for a variety of reasons.
Calculating your potential Social Security benefit is a three-step process.
Understanding the economy's cycles can help put current business conditions in better perspective.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investors seeking world investments can choose between global and international funds. What's the difference?
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?