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 on my own?
  • How can I tell if an advisor is truly doing everything they can to improve my entire financial life?
  • What value do I get from the fees I am charged?

United Capital advisors demonstrate their value by going beyond just managing investments or providing better returns on portfolios. We provide our clients the ongoing planning, coaching, and guidance needed to help you achieve the life you want. Furthermore, our advisors account for life’s many twists and turns, so the financial plans we create are easily adapted and updated.

Helping You Live Richly

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 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 an expert 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 mean nothing 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 the right 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 your best possible life, including:

  1. Investor Behavior Coaching: We work with you to understand the trade-offs when it comes to investing, aligning 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, estate planning, debt management, tax planning, and even 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 bring value with services that consider every facet of your entire financial life. The result is a plan you can stick to—and believe in.

United Capital Financial Advisers, LLC (United Capital) provides financial guidance and makes recommendations based on the specific needs and circumstances of each client. For clients with managed accounts, United Capital has discretionary authority over investment decisions. 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 or legal advice; therefore all articles should not be taken as such. Please consult legal or tax professionals for specific information regarding your individual situation. 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.