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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.

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Resource Library

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

As Tax Reform Looms, Consider These 7 Tax Moves Now

Congress is working quickly to get a tax bill to the president’s desk by Christmas. The proposed legislation would take effect January 1, 2018, and includes...

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Tips to Minimize Stress This Holiday Season
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How to Minimize Your Holiday Spending This Year

The holidays are a great time to connect with family and friends, but this time of year can also get expensive quickly. Bruce and Peg discuss some ways to...

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Senate Tax Bill Heads Towards a Vote

The Republicans' goal of passing new tax legislation before year’s end is coming down to the wire, but a vote in the Senate later this week could get them one...

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Is Your Wallet Ready for These 3 Major Life Events?

GettyImages-470220414-min-883469-edited.jpgMany times we think of big life changes in terms of how it will affect us emotionally, but on today’s show, Bruce and Peg sit down and discuss how three major life changes can also affect your bottom line.

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Free Guidebook

4 Vital Strategies to Keep Every Social Security Dollar You Deserve

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Free Guidebook

5 Baby Boomer Strategies for Retirement Success

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