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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 for Preparing for Your Tax Preparer

It’s that time of year again: tax filing season! Vice President of Integrated Advice Brian Vnak joins the show this week to help you prepare for your tax...

Read and Listen
If You Believe in Human Progress, Buy Stock
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...

Read Article
How to Boost Your 401k Without Busting Your Paycheck
2 minute read

We know you’ve probably heard this but it’s worth repeating, one of the best ways to increase your retirement savings is to max out your 401k or 403b...

Read Article
Football and Finances: What the Big Game Can Teach Us
2 minute read

This weekend was the big game, which usually means an entertaining football match up, impressive television commercials and lots of game day food. This year,...

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Save Smarter for Your Retirement
Save Smarter for Your Retirement

 Invest-min-503539-edited

Saving for retirement is a big job. Bruce and Peg talk about how you can save smarter, not harder for your retirement.

Read and Listen
Free Guidebook  4 Vital Strategies to Keep Every Social Security Dollar You Deserve Download
Free Guidebook  5 Smart Tactics for a Low-Tax Retirement Download