Financial planning is not an event, it is a process. Our principals are financial planning specialists who will work with you one-on-one, developing a deep understanding of your financial objectives, personal preferences, family situation and risk tolerances, and then design a life plan around you. Working as your personal CFO, we will meet with you regularly to:
Get to know you and your family and what’s important to you. Help you identify and prioritize your long-term goals. Create a vision of your future—your lifestyle, where you’ll live, and how much it will cost. Forecast the growth of your portfolio making realistic assumptions that you agree with, about the risk you are willing to accept and the investment returns you should realistically expect. Model different scenarios for achieving your goals showing you how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg. Help you make the best decisions that fit your current situation and long-term expectations.
*Award not indicative of investment performance.
We believe a persons financial life isn’t just about money; it’s about a their entire life. We help clients make better decisions by using our judgement, creativity, and empathy to guide and optimize how they make financial decisions.
That’s why we built United Capital: to reimagine wealth management so that money serves our clients and the life they want, not the other way around.
Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money effects the financial decisions you make every day.
When you understand what your money means to you, you can make clear, smart choices about your financial life.
Our advisors have access to many high-quality services that enable us to ensure that your money is always working throughout your life towards the life you want.
Want to speak with us now? Give us a call at 833-346-5433
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Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.