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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.

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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.

Radio Show
Don't be Fooled: Avoid Scams and Identity Theft

Are you protected from scammers and identity thieves? Bruce talks to former FBI agent Jeff Lanza about how to avoid scams, protect your identity and your...

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Radio Show
Surprised By Your Tax Return? Why Everyone Needs A Tax Strategy

 

By now, most of us have filed our taxes and many have already gotten their returns back in the mail. Is your return what you were expecting? If not, these...

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Radio Show
How Financial Literacy Can Help Your Personal Finances

 

April is Financial Literacy Month so we’re kicking it off with some tips on how to use financial literacy to improve your own financial situation.

Questions...

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Article
Out Like a Lion: March Brings Added Source of Market Volatility

After several years of relatively tranquil market returns the first quarter of 2018 brought a return of uncomfortable, but not unusual, levels of market...

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Article
Take Advantage of the New Tax Bracket Sweet Spots
Take Advantage of the New Tax Bracket Sweet Spots

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In case you haven’t heard — taxes are on sale! To take advantage of that, it means that 2018 could be the year for you to consider converting a traditional IRA into a Roth.

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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 Pursuing Retirement Success

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Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

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