In many ways a complete financial plan is designed to help you “prepare for the unknown.” We find that today’s investor is often seeking advice on all topics that impact their financial lives, not just advice on how they invest. Every client we work with faces a unique set of challenges that must be met with smart advice. Your portfolio is usually just one part of a complex financial picture that affects your family and your future.
United Wealth Management was founded with the idea that we can do a better job as an industry with helping our clients navigate all the decisions they face as they create their individual financial goals or prepare for a secure retirement. Our team has developed a client tailored process that helps them make smart and cost-effective decisions that are best for them and their family.
As you explore our site, we encourage you to learn more about United Wealth Management, LLC, the CFP designation, and the services we offer. If you are an existing client, you can use this site to access your account, read about the market under our research tab, and keep current on our upcoming events.
To request further information on our firm, please do not hesitate to contact our office.
In an increasingly complex world, we strive to simplify. No matter where you are in your financial journey, we can help you pursue your destination with our disciplined approach.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through continuous short-term planning.
Uncertainty leaves room for opportunity. At United Wealth Management, LLC we can address tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you plant today.
Our goal is to educate you on the risks associated with certain life events and implement effective ways to protect against unforeseen circumstances.
We develop a financial strategy that helps you maintain your current standard of living throughout retirement. This involves outlining all your future sources of income, reviewing your budget, and planning for all your long term goals.
A small business is typically an employer’s largest asset. We help you take advantage of the various qualified retirement plans and business succession strategies available to business owners.
We have built our business on managing and mitigating unnecessary risks. We help you manage your risk and expectations since we believe these will determine the outcome of your retirement planning success.