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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.

Financial Literacy: What It Means For You

April is Financial Literacy Month and we want to celebrate with you! Bruce and Peg give a short lesson on what financial literacy can do for you.

Questions...

Read and Listen
Why Having a Financial Advisor is Good for your Health
2 minute read

When it comes to taking care of our health, we tend to focus on the obvious. We exercise, watch our diets and obsess over the scale—all good steps—but we’re...

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A Social Security Check Up with Rhonda Whitenack

April is Social Security month and Rhonda Whitenack joins the show for a Social Security check up. 

Questions Answered Include: 

  • If I have a history of heart...
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Making the Most of Financial Literacy Month
2 minute read

April is National Financial Literacy month. While it’s wise to think about your finances year-round, we thought this would be an appropriate time to help you...

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What to Consider if You're Ready to Become a Snowbird
What to Consider if You're Ready to Become a Snowbird

Couple on Beach

We’re nearing the end of winter, but if the cold is keeping you down and you’re thinking of avoiding it all together next year by heading south, Bruce has some things you should consider.

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Free Guidebook  4 Vital Strategies to Keep Every Social Security Dollar You Deserve Download
Free Guidebook  5 Baby Boomer Strategies for Pursuing Retirement Success Download