Unity Financial Advisors
AS FEATURED IN
CLICK HERE TO SEE OUR OTHER FEATURES
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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What’s the deal with your yearly free credit report?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
All about how missing the best market days (or the worst!) might affect your portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Would you guess that Millennials are effectively saving for retirement? Well, they are.