Roth IRA Conversion

Convert all or a portion of the balance of an existing traditional IRA into a Roth IRA to possibly lower the taxes you pay in retirement.
 

Estate Plan Coordination

Guidance on successfully managing your estate and providing for your family, while minimizing expenses.
 

Beneficiary Review

As your life changes, so might your beneficiary designations. Make sure your assets go where you want them to go.
 

Life Insurance

It’s protection for your family when they need it most. Speak with our agents about putting a cost-effective plan in place.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Real Solutions for Real Life

A woman works at her computer in a cafe.

Preparing for initial meeting

Gather financial statements and start a list of your current and future financial goals.
 
United Wealth Management Advisor

Our advisors

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

Education and tools

A few simple resources, like market information and calculators, can make managing your money so much easier.