The role of a beneficiary review in your plan

This ensures assets go to your intended beneficiaries. Without a review, assets may be left to an unintended recipient.

Is a beneficiary review for you?

The beneficiary named on each of your retirement plans will be the recipient of your money even if your will gives different instructions. Be sure you've named the right people and provided the necessary information to your advisor.


Beneficiary forms supersede last wills and testaments in court when completed properly.

Why United Wealth Management

It’s encouraging to have a financial partner dedicated to you and your family, an advocate who leads with wisdom and compassion.

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.
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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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Education and tools

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