Unified Financial Services, LLC - Putting It All Together

Insurance

Insurance can be a powerful tool to help protect clients and their families in the event of a medical emergency, unexpected illness, or long term care situation. Life insurance, when set up properly, is also a savvy vehicle for transferring wealth to heirs while avoiding estate and income taxes. We frequently advise clients regarding:

Disability income
Life insurance including survivorship life
Long term care

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.