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.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Can you keep up with your children’s mobile slang?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
It’s never a bad time to speak with your financial advisor about changes in your situation.