Unified Legacy Advisors
Omaha, United States (US) · Finance and Banking
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#life insurance portfolio analysis
#family protection
#business solutions
#legacy planning
#wealth management
#social security maximization
#taxes in retirement
Unified Legacy Advisors is a Finance and Banking company based in Omaha, United States (US), with 10-20 employees. Unified Legacy Advisors's profile is verified on Enterprise League.
Overview
We specialize in guiding families through the complexities of retirement, focusing on five key areas: Income, Investments, Taxes, Healthcare, and Legacy. Our unique five-step process, the Retire Fearlessly GPS®, ensures a unified and secure financial future.
We work collaboratively with a team of experienced professionals, including CPAs and Estate Planning Attorneys, to develop customized plans tailored to each client’s individual needs and goals. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.
Our commitment is to provide peace of mind and empower our clients to confidently pursue their passions in retirement. We offer comprehensive retirement and investment planning services, including Life Insurance Portfolio Analysis, Family Protection, and Business Solutions.
Contact Details
Omaha, United States (US), 17002 Marcy Street
+1
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#life insurance portfolio analysis
#family protection
#business solutions
#legacy planning
#wealth management
#social security maximization
#taxes in retirement
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