How to prepare for your initial meeting?

Be sure to gather all of your investment statements including IRAs, 401(k)s, brokerage accounts, annuities and CDs. In addition we’ll need a list of your assets including bank accounts, investment accounts, and home value, as well as your debts including credit cards, mortgage, and vehicle and student loans.
Pull together your current and annual income sources, your retirement income sources including pensions, social security statements and annuities. Finally, think carefully about your current goals and future goals and list them out.

The role of preparation in your plan

This helps you gather all the necessary paperwork for your advisor to have a comprehensive overview of your entire financial outlook, as well as the goals you have for today and your future.


Americans who work with a financial professional are nearly twice as likely as those who don’t to say they are very confident they’ll have enough money to retire.

Why United Wealth Management

Our skilled advisors look at your entire financial picture and take your goals to heart in order to advise you on the path to achieving your dreams.

Real Solutions for Real Life

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Our advisors

As your wealth management partner, we’re united in our mission to help you pursue your financial goals.

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Financial Planning

You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.

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Plan for Retirement

The best retirement plan is one that is tailored to your individual situation. So we get to know you and where you want to go.