Advisory Services
Expert guidance designed to help you define, plan for and attain financial security.
United's planning, insurance, investment and trust and fiduciary services provide clients with the expertise necessary to build and maintain a financial plan that incorporates all variables to attain success.
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+– Build - Planning Services
Planning for future financial events that we know will occur, as well as preparing for those we do not control, are vital steps in a comprehensive financial advisory relationship. Your Financial Advisor will guide you through the planning that will be applicable to your unique situation, and then recommend specific actions for your consideration.
United Planning Services combines several professional business units that specialize in selected areas of personal and business planning.
- Financial
- Investment
- Pre/post-retirement
- Education
- Estate, tax & trust
- Corporate Retirement
+– Protect - Insurance Services
You have worked hard to build a financial position that provides comfort. We believe that insuring against risk or loss provides a required financial safety net should unforeseen circumstances arise in your future. United Insurance Services uses professional search services to develop recommended firms for your individual insurance coverage needs. Our services are built around cost effective solutions, not sales, and include:
- Life insurance
- Health Insurance
- Disability Insurance
- Long-term care insurance
- Fixed or Indexed Annuities
+– Invest - Investment Services
You have made sacrifices to accumulate cash and investment assets. It is important to your future to preserve and conservatively manage these assets. Your Financial Advisor will listen to your defined objectives, focus on your desired outcome and provide you with professional recommendations leading to your specific financial goals.
United Investment Services utilize in-depth client interviews and professional analytical tools to help build an asset allocation that is appropriate for your goals.
- Investment savings programs
- Personalized solutions
- No proprietary products
- Corporate Investment Accounts
+– Preserve - Trust and Fiduciary Services
Trust accounts provide many benefits including tax deferral, designation or specific beneficiaries, control of assets, professional management and distribution of assets legally adhering to your individual wishes. Your Financial Advisor will discuss with you trust and fiduciary options and explain the programs that are appropriate for your long-term financial solutions.
United Trust and Fiduciary Services offer customized trust and wealth transfer programs designed to legally protect and preserve your accumulated assets and finances.
- Family or credit shelter trusts
- Living trusts
- Charitable trusts
- Guardian and minor trusts
Securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with United Community Bank or United Community Advisory Services. Products and services offered through INVEST * Are not NCUA insured *are not guaranteed by any Credit Union * may lose value.
Trust services are offered through INVEST Trust Services and provided by National Advisors Trust Company. INVEST and INVEST Trust Services are affiliated. INVEST is not affiliated with National Advisors Trust Company.
This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the slate; or (b) are excluded or exempted from the state's licensure requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve ( a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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