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Life is Full of the Unexpected

No matter how well you plan, unexpected events are inevitable. Positive, negative, or somewhere in between, these events can significantly impact your finances. Events that require careful financial consideration include:

  • Positive events such as gifts, bonuses, or inheritances
  • Negative events such as emergencies, losses, or liability issues
  • Discretionary expenditures such as dream purchases, special vacations or major gifts to children

To help prepare for the unexpected, United Capital Financial Advisers offers full-service advisory offerings to individuals, corporate organizations, and family offices requiring wealth management services.

Our credentialed specialists work together on your behalf to assess your personal aspirations and financial constraints, continuously monitor your situation, mark your progress, and make necessary adjustments. You set the vision. We provide the people, processes and expertise to manage even the most unexpected life events. We bring your vision to life.

 

Live Your One Best Financial Lifesm

Your circumstances, needs and desires are constantly changing. A United Capital financial adviser can assist you in making the choices that help you achieve your one best financial life. Our methodology offers a unique approach to making important financial decisions and provides you with complete financial control. It empowers you with a clear understanding of how each financial choice you face may impact your financial future, as well as your current lifestyle.

At the core of our methodology is the The Financial Control Scorecard® (FCS® ) (Financial Control Scorecard®, or FCS® powered by Financeware® and Morningstar®). Designed to increase your confidence in each decision, your customized FCS® illustrates the probability of reaching your aspirations based upon your current financial status by clearly defining the future impact of each financial decision you make.

To learn more about the Financial Control Scorecard®, contact a qualified United Capital Financial Adviser using our Adviser Directory.

 

Access Exceptional Investment Management Solutions

Our team of CFAs, CFPs and advanced degree professionals work in concert to serve as a full service wealth management “think tank” leveraging world-class institutional research. Our open architecture investment platform enables a wide array of investment management solutions and strategies tailored specifically to client needs.  Consolidated reporting of client accounts complete the picture, allowing clients to gain a comprehensive understanding of their assets.

Our Investment Team includes:

 

How will an inheritance affect your finances?

Is it wise to build your dream home or take a special trip?

What steps should you take in a market decline?

Can you comfortably spend more, or should you reduce your expenses?


Locate a qualified United Capital Financial Adviser using our
Adviser Directory