Oct 22, 2018

Adding Value to Your Financial Life

By Heather Kelly

Photo credit: Getty Images

When it comes to money management, you may ask yourself:

  • Is it better to work with a professional advisor or handle it on my own?
  • How can I tell if an advisor is truly doing everything they can to help improve my entire financial life?
  • What value do I get from the fees I am charged?

United Capital advisors strive to demonstrate their value by going beyond just managing investments. We provide our clients the ongoing planning, coaching, and guidance needed to help you achieve the life you want. Furthermore, our advisors can help you plan for life’s many twists and turns by creating financial plans that we believe are easily adapted and updated.

Helping You Live RichlySM

We believe only a human can truly understand you and your unique circumstances. The benefits of working with a financial planner can be difficult to measure. Our advisors strive to go beyond a one-time, static financial plan or one-size-fits-all investment strategy. Starting a relationship with a financial planner begins a journey of having a professional continually evaluate your financial plan and investments.

While innovation is the new normal in today’s world, we have found that digital tools and systems may not be enough without an advisor who is there for their clients. That is why we believe working with someone who truly understands you and can help you make informed choices is the real secret to a life lived richly.

A United Capital advisor will provide you with the ongoing guidance you need to help you live you Live RichlySM including:

  1. Investor Behavior Coaching: We work with you to understand the trade-offs when it comes to investing, and we align your portfolios with your life’s priorities.
  2. Optimal Investment Costs: We help you choose prudent investments at the right price. Many of our investments strive to give you a more consistent rate of return while managing risk.
  3. Additional Services and Planning: We understand how changes in your life affect your financial plan, and we adapt accordingly throughout your life’s voyage. We explore with you all the important financial areas of your life including insurance, debt management, and retirement income planning.
  4. Continual Guidance: We help you navigate through volatile economic times to help ensure that the items most important to you are the focus of our work.

Our advisors strive to bring value with services that consider your entire financial life. The result is a plan you can stick to—and believe in.

United Capital Financial Advisers, LLC (“United Capital”), is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.

United Capital Financial Advisers, LLC (“United Capital”), is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions.

The information contained in this blog is intended for information only, is not a recommendation, and should not be considered investment advice. Please contact your financial adviser with questions about your specific needs and circumstances. This blog is a sponsored blog created or supported by United Capital and its employees, organization or group of organizations. This blog does not accept any form of advertising, sponsorship, or paid insertions. Certain authors of our blog posts may be influenced by their background, occupation, religion, political affiliation or experience. It is important to note that the views and opinions expressed on this blog are that of the owner, and not necessarily United Capital Financial Advisers. As a Registered Investment Adviser, United Capital does not allow any testimonials on their blog, and any comments deemed as such United Capital will remove.

United Capital does not offer tax, legal, or accounting advice; therefore all articles should not be taken as such. Readers should obtain their own independent legal, tax or accounting advice based on their particular circumstances. All referenced entities in this site are separate and unrelated to United Capital. Any references to any specific commercial product, process, or service, or the use of any trade, firm or corporation name is for the information and convenience of the public, and does not constitute endorsement, recommendation, or favoring by United Capital.