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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.

How to Avoid Isolation as a Retiree this Winter
2 minute read

A 2018 study by health services company, Cigna, found that almost half of all Americans experience loneliness and/or social isolation at least occasionally,...

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Is Medigap or Medicare Part C a Better Option for You?
2 minute read

We are currently in the thick of Medicare open enrollment, but what if you want a policy that will help cover co-payments or deductibles? This is where...

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Tech Mania: Is This 1999 All Over Again?
4 min read

“Say two thousand, zero, zero, party over, oops, out of time.” 

With apologies to the late performer Prince, after a few weeks of market fluctuations kicked...

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What You Should Know This Long-Term Care Awareness Month

November marks Long-Term Care Awareness month, so we’ve got specialist Pam Krejce on the show to tell you everything you need to know.

Questions Discussed...

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Jim Cahn: Halloween Stock Market Update
Jim Cahn: Halloween Stock Market Update

Wall Street 2

Chief Investment Officer Jim Cahn discusses the stock market's return to volatility and gives investors advice on how to handle this new normal during a segment on WCCO radio on October 31, 2018.

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Free Guidebook  RealityCheck - Will Your Retirement Income Last? Download
Free Guidebook  5 Baby Boomer Strategies for Pursuing Retirement Success Download