Services That Can Help Life's Moments Live On

Insurance Helping Life S Moments Live On

At any stage of life, insurance helps provide you confidence today and security for the future. Our experienced advisors and sophisticated insurance professionals can show you how.

We help you understand and plan insurance for:

Meet Our United Capital Risk Management Services Team

Heather Kelly, RHU, HIA, MHP, CLU

Senior Vice President, Risk Management

Dave Cass

Vice President, Risk Management

Rick Grant

Regional Director, Risk Management

Trust and Estate Planning Coordination

Trusts are one of the most important financial decisions you can make to plan for your loved ones and their future. A trust allows you to arrange for the future transfer of your wealth on your terms, ensuring that your money continues to serve your goals. That is why arranging a trust and nominating the most appropriate trustee requires careful, thoughtful, and strategic planning.

Your advisor can connect you with reputable, trust services providers who can help guide you and your family in the administration of your wealth.

Within our network of trust services firms, you can find a provider who is tailored to your specific needs at preferred pricing and a plan that is better integrated with your overall financial plan.

Our partner firms cover a range of considerations including:

Learn More About United Capital Risk Management

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United Capital does not provide trust services, and is not affiliated with any third party trust company. United Capital does not receive any compensation for referring Clients to third party trustees. United Capital does not have any authority to hire or fire a trustee on behalf of its Clients. Any decision to hire a third party trustee is strictly up to the individual Client. United Capital does not provide legal advice or tax filing services. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy.