Unified Financial Services, LLC - Putting It All Together

Estate Planning

Our financial clients have access to a free consultation with our network of estate planning attorney referrals. They can help to analyze your current estate plan and concerns. We will work with the attorney of your choice to help provide assistance in transferring assets to living and other trusts. In collaboration with your attorney, we provide guidance with the appropriate and necessary steps in the event of a loved one's death.

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice and financial planning offered through Unified Wealth Management,
- a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this site
may only discuss and/or transact securities business with residents
of the following states: AZ, CA, CO, CT, FL, IL, IA, IN, LA, MD, MA, MN, MO,
MT, NJ, NM, NY, ND, OK, PA, RI, SC, TX, and VA.