Wealth Management Services
There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with RichMark Private Wealth Management to bring United Financial CU members UFirstFinancial.
UFirstFinancial offers a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We aspire to create a customized financial program, which will walk you through a step-by-step process that will help make you feel confident and inspire about your future.
Once your goals have been established, we will 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
- Fee Based Investment Management
- Retirement Strategies
- Estate and Financial Planning
- Insurance and Annuity Products
- Medicare Options and Enrollment
- Here are some things to consider when shopping for Medicare coverage:
• Check if your doctors are still in-network and your prescriptions are on the plan’s list of covered drugs, or “formulary.”
• With historically low plan premiums, be sure to also consider the plan’s deductible and other out-of-pocket costs that factor into a plan’s total costs.
• Some plans offer extra benefits, like vision, hearing, or dental coverage, that could help meet your needs.
- Here are some things to consider when shopping for Medicare coverage:
For more information or to set up a free consultation please fill out the form below or contact us 989.777.3620