United Wealth Management Group, Financial Services

If you are like most of us, you have an idea of where you want to go but are too busy to plan your financial future. While we all want happiness, good health and financial peace of mind, many of us have no clear plan on how to achieve these goals. Let us put our years of experience and expertise to work for you to develop a flexible plan that will help you make your dreams come true.

Call the United Wealth Management Group today.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

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