Welcome To Guidance-Driven Risk Management

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

Regional Director, Risk Management

Rick Grant

Regional Director, Risk Management

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.