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A 3-step process designed to simplify your financial life

Organize.

We collect your financial information and consolidate it into your UniFi™ inventory.

Collaborate.

Our Roundtable™ team approach helps ensure your financial plan is covered from every angle.

  • Financial planning
  • Retirement income planning
  • Tax strategies
  • Investment management
  • Estate planning
  • Insurance

Guide.

We clarify your options and put your plan into action, supporting you every step of the way.

Resource Library

Insightful articles, guidebooks, videos and more from our Roundtable team of specialists and advisors.

Why You Shouldn't Pick Stocks Like You Pick Your Brackets
2 minute read

Maybe you’ll decide to pick your teams by their mascots, the big names you’ve heard before or by following what the experts call for, but you need to decide...

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Robo-advisors: Yay or Nay?
2 minute read

Technology has ingrained itself in nearly all aspects of our lives. We have our entire lives loaded into the phones in our pockets and spend more time looking...

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What to Know if Your Significant Other Manages the Money

Your Money hosts, Bruce and Peg, talk about what you should know if your significant other manages your family’s money. 

Questions Answered Include: 

  • My son...
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How to Have a More Organized Financial Life
2 minute read

One of the biggest issues we see when we start working with clients is that they don’t have a solid understanding of what their starting point is. This almost...

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Don't Be Like Most Americans: Save Early and Often
Don't Be Like Most Americans: Save Early and Often

 Beach Chairs-min-343092-edited

According to a 2018 survey, about two thirds of people have less than $100,000 saved for retirement. Bruce and Peg talk about how you can avoid being a part of that majority on this episode of Your Money.

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Free Guidebook  11 Retirement Realities You Need to Know Download
Free Guidebook  7 Things Your Financial Advisor May Not Be Telling You Download