About Us

Welcome to Unified Wealth & Retirement Planning, LLC, where we specialize in pursuing, protecting and preserving wealth for clients of all estate sizes. Our objective is to help you unite your dreams, life goals, current financial situation, and retirement objectives - plus other important factors which work together to comprise your total financial picture.

Our comprehensive or “Unified”, approach includes: retirement income planning, risk management, long-term care solutions, asset preservation and fee-based financial advisory services, with access to the entire universe of investment options.  We also have a team of estate planning attorneys and CPAs  to ensure preparation services in the convenience of our office.

The Unified Wealth Process is designed to help you bring the big picture into focus and utilize strategies that will help provide you with peace of mind and security throughout your retirement. 

Learn about exciting ways Unified Wealth & Retirement Planning is helping give back to families in need during challenging economic times!