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.
Article
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,...
Read Article
Article
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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