Our Story

 

 

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Why We're Different

 

Unified Retirement Planning Group differs from many financial services companies in a number of ways.

 

First and foremost, we work on a referral-only basis. We no longer advertise and purposely limit the number of clients we agree to work with. Recognizing our capacity enables us to devote our time and resources to thoroughly knowing and understanding the needs of our clients. Because of the in-depth planning, time and attention that we give each of our clients, we are generally best suited for families with household investable assets over $1 million dollars. 

 

Second, unlike a lot of financial services firms that offer various products to many people, Unified Retirement Planning Group specializes in only three areas. Retirement Income Planning, Investment Management, and Legacy Planning. We take the time to educate our clients in these three specialty areas.  We also have several advanced planning designations, including the Accredited Investment Fiduciary (AIF) designation.  Learn what our designations mean for you.

 

Last,  we are an independent firm. This means that we do not have a "product of the month" to "sell". All of our recommendations are customized to our individual client's needs based on a comprehensive written retirement income plan that is completed together at the beginning of our relationship.  

 

We believe that these factors make Unified Retirement Planning Group unique in this industry.

 

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