Achieve Peace of Mind
in Retirement

 

Our commitment is to guide you toward achieving peace of mind in 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.

As Featured In

Momma's Secret
Recipe for Retirement Success

Download exclusive chapters of Jaime’s latest book, which includes 50 pages of powerful financial knowledge that you cannot afford to miss. Momma’s Secret Recipe reveals various keys that can aid in the creation of a successful retirement plan.

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Community Involvement

At Unity Financial Advisors we not only care about our clients, but we are committed to community involvement. We feel it is our responsibility to make a positive impact in the communities we serve whether it's through financial resources, volunteering time or donations.

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Long-Term Care

Everyone has a long-term care story. If it hasn’t happened in your own family, you likely know someone who has been affected by the cost of a serious medical condition or a move to an at home care or assisted living facility.

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Videos

Check out our educational videos on long-term care, jumpstarting your financial future and figuring out your retirement puzzle.

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Our Process

THE UNITY PROCESS

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Our Team

Meet your team of professionals

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Do you have any questions?