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United Team | Tax & Financial Planning

“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.”

– Edmund Burke, 1700’s Irish Statesman

Wealth Management

Our process focuses on building, maintaining, and protecting wealth through an investment management process with transparent pricing and reporting to allow you to know exactly where you stand at all times.

1. Investment Management 

  • Review specific holdings for risk, performance, expenses, tax efficiency and capital gains/losses
  • Provide advice regarding asset allocation with regard investment time horizon as a means of balancing risk and return
  • Research of investment vehicles and managers for potential additions or replacements
  • Provide performance reporting on investments
  • Consolidate investment paperwork
  • Explain investment ideas in an easy to understand manner
  • Provide 401(k), 403(b), or 457 investment advice even if assets are held away

2. Wealth Building and Cash Management

  • Provide advice on cash surplus or deficits
  • Monitor debt reduction
  • Plan for future cash flow expenses for cars, homes, vacations, home improvements, education, weddings, etc.
  • Evaluate current cash investments and look for opportunities to increase returns on cash accounts
  • Help determine an appropriate amount of emergency funds

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