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A 3-step process designed to simplify your financial life


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


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


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.

Equal Shares for Heirs? Not Until You Take Taxes Into Account.
4 min read

As human beings, we’re drawn to bad news. It’s not our fault. It comes down to how our brains process information through what psychologists call a negative...

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Why Your One-Stock Solution Isn't a Solution
4 min read

Everyone has a friend, brother in-law or colleague that has made a killing on one stock.

While it’s rare, we’ve heard those stories of the person who got in...

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What to Do If You Find Your Own Pot of Gold
2 minute read

Why do leprechauns get to have all of the fun? With St. Patrick's Day on our minds, we wanted to give you some tips on how to make the most of it if you find...

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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: Yea or Nay?
Robo-advisors: Yea or Nay?
2 minute read

Man Working on Computer-min-814081-edited

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 at screens every day that we would probably like to admit.

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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