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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.

The Convergence of Health and Wealth
2 minute read

This time of year people are focusing on getting in shape and following through on New Year's resolutions. Maybe you got a new gym membership or are trying to...

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How to Be Financially Fit this Year

 

This time of year, we’re all thinking about getting in shape after all of the holiday goodies. Bruce and Peg discuss how to get your finances in shape as...

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Steps to Take Towards Financial Fitness
2 minute read

This time of year people are focusing on getting in shape and following through on New Years’ resolutions. Maybe you got a new gym membership or are trying to...

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What You Should Do Now If You're Retiring in 2019

 

This is the time of year when we’re working on those good ole New Year’s resolutions. If one of yours is to retire in 2019, here what you should do now to...

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How to Acclimate to Cold Sting of Market Volatility
How to Acclimate to Cold Sting of Market Volatility
4 min read

AsSeenOnArticle_Forbes_December

When you jump into a cold lake, the change in temperature can be a shock, but as you get used to it, the temperature starts to feel less drastic.

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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