Employee talking with a member in an officeWould you prefer one bill or four? One? Us too.

That’s why United Financial has amassed financial services to support our members in all of their major decisions. By being your all-in-one financial provider, you can rely on your community credit union at every stage of life. Whether it’s financing your first car, buying a home, or setting up a retirement plan–we help you to make those tough financial choices.

For instance, did you know that we help our members with all of their investment, retirement, and even insurance needs? Financial advisors with UFirst Financial can help you organize, understand, control and accumulate your wealth!

We want to help you to develop a customized financial program that will ensure a more secure financial future. It’s vital to customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax Management

The goal of Tax Management is to invest in a tax-efficient manner and ensure that you are minimizing your tax loss. It’s crucial in smart financial planning to ensure tax avoidance and not tax evasion. There are many strategies our advisors can employ to provide to minimize your tax liability during different financial decisions throughout your life.

Fee-Based Investment Management

This service allows a financial advisor to create investment products that are suited to your specific situation and objectives. These financial advisors are compensated through a commission on your earnings.

Retirement Strategies

It’s never too early, or too late, to begin planning for retirement. Let us help you manage your finances so that you can have a comfortable retirement. Our financial advisors will work with you to create strategies that will see you through your golden years.

Estate and Financial Planning

Estate planning is not just end-of-life planning. Estate plans can help set you up for the future in the unfortunate event that you become incapacitated or are no longer able to make decisions. Our advisors can help you to avoid probate, set up a will to disperse your wealth, reduce estate taxes, protect your assets and beneficiaries, and more.

Insurance and Annuity Products

There are a lot of different products we can offer to help you control and accumulate your wealth. For example, it’s important to have a life insurance policy in place before your death so that you can support your beneficiaries when you’re no longer around. Whereas annuities are critical to have in place to provide additional income during your retirement years.

Plan for your future today! For more information or to set up a free consultation, please fill out this form or contact us 989.777.3620.