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Unity Financial Advisors


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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.  

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Tax Reform: Before and After

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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