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Investments & Services

Investments, taxes, insurance and estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

At United Wealth Management, LLC, we help provide you with the tools necessary to build a personalized financial foundation upon which we will develop your proper and preferred plan. Our services and investments include:

Financial Planning

Financial Planning is the process of pursuing your life goals through the proper management of your resources. By helping you define your objectives, we are better suited to understand where you are and where you want to be. We will develop a road map to get you there.

We have access to multiple account platforms, retirement plans, and other planning tools to help you manage your proper plan.

  • Strategic Asset Management Accounts
  • Separately Managed Accounts
  • Brokerage Accounts
  • Networked Accounts
  • Traditional & Roth IRA’s
  • SIMPLE & SEP IRA’s
  • 401(K) & 403(B)
  • Defined Benefit Plans
  • Educational, College & ABLE Accounts
  • Non-Retirement Accounts
  • Trust Accounts
  • Estate Plans

Investments

We will allocate your investable assets according to your specified risk tolerance and preferred investment strategy. We will educate you on our approach and recommendations while further coaching you on your investment strategy; as well as, highlighting the strengths and considerations of each.

We have access to the following investments to help you achieve your preferred plan.

  • Mutual Funds (MFs)
  • Exchange Traded Funds (ETFs)
  • Brokered CD’s & Money Markets
  • Individual Bonds
  • Individual Stocks
  • Stock Options
  • Fixed & Variable Annuities
  • Alternative Investments
  • Precious Metals, Commodities & Currencies

High Net Worth Planning

High net worth individuals and families have unique needs that require more customized requirements. Everyone wants to maintain their lifestyle in retirement and protect their current level of wealth. But few can afford to leave a sizeable and structured estate for their heirs, fully fund their grandchildren’s college education, or partake in substantial charitable giving.

We work with families and other trusted professionals to develop their desired strategies.

  • Estate Freezes
  • Installment Sales
  • Usufructs
  • Non-Qualified Deferred Compensation Plans (NQDC)
  • Employee Stock Ownership Plans (ESOP)
  • Irrevocable Life Insurance Trusts (ILIT)
  • Family Limited Partnerships & LLCs
  • Living & Testamentary Trusts
  • Charitable Remainder & Lead Trusts

Insurance

Insurance is an important element of any sound financial plan. Life is full of risks and we believe the best way to protect your family’s foundation against the unknown is to employ the proper insurance.

We have access to the following insurances to help cover your liabilities and protect your possessions.

  • Life Insurance – Term, Whole & Universal
  • Long-Term Care Insurance – Guaranteed Universal Life & Paid-Up Policy
  • Disability Insurance – Long-Term Income