900 East Paris Avenue, Suite 100, Grand Rapids, MI 49546 | 616.559.45551131 West Superior Street, Wayland, MI 49348 | 269.792.0362Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. United Bank Bank and United Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name United Wealth Management, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of United Bank or United Wealth Management. The United Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, FL, GA, IL, IN, ME, MI, MO, OH, OR, VA, and WA. Securities and insurance offered through LPL or its affiliates are:
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.
Stat
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
Our advisors
As your wealth management partner, we’re united in our mission to help you pursue your financial goals.
Financial Planning
You have questions about your finances. Our trusted team has answers, and we sincerely want to guide you forward.
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.
