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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.

Tips to Help You Retire a Millionaire

 

It’s national Be a Millionaire Day so Bruce and Peg talk about some strategies that can help you retire as a millionaire.

Questions discussed include: 

  • If...
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Common Investing Emotions and How to Overcome Them

 

Think about the life you want to live as a retiree. Now think about how much money you’ll need to make that happen.

We guess you’re thinking of a pretty big...

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A Caregiver's Guide to Self Care

 

This Mother’s Day, Bruce and guest Pam Krejce take a look at how to be kind to ourselves if we become care givers for our own mothers.

Questions discussed...

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How to Reduce Retirement Health Care Costs

Most of us understand that as we age, we’ll need more medical care. But despite that knowledge, so many of us are still underestimating health care costs....

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Think Twice About Early 401k Withdrawals
Think Twice About Early 401k Withdrawals

Man Working on Computer-min-814081-edited

There are many times in your life when you could use a little extra cash. It could be because you’re buying a new home. Or maybe you’ve been laid off and need the money to help you make ends meet. Or perhaps your family member had a medical emergency and you want to help.

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Free Guidebook  RealityCheck - Will Your Retirement Income Last? Download
Free Guidebook  7 Things Your Financial Advisor May Not Be Telling You Download