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Keeping the individual needs and goals of each client in mind, we provide independent advice spanning a wide range of investment tools. With the highest integrity, we provide year-long monitoring of all client investments. To keep clients current regarding their accounts, we send out personalized quarterly statements and host one-on-one meetings to evaluate investment performance, update financial objectives, and make reallocation decisions together. Some investment tools we regularly incorporate into client portfolios are:
- Tax advantaged investments
- Tax free municipal bonds
- Mutual funds
- Common & preferred stock
- Managed, fee based accounts*
- Government securities
- Fixed and variable annuities
*available through LPL Financial
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© 2011 Unified Financial Services, LLC. All rights reserved.
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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. |
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