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Estate Planning & Investment Consultation

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3 Steps to Growing & Preserving Your Wealth

Growing and preserving your wealth should be an ongoing priority. These three steps will help you secure your financial future.

Ask UIMG: Capital Gains & Fiscal Cliff

How will capital gains tax be affected if we fall off the fiscal cliff?

Ask UIMG: Domestic & International Equities

With the stock portion of my 401(k) investments what percentage do you suggest be invested in domestic equities and what percentage in international equities?

Climbing the Ladder to Financial Freedom

No matter what your age or stage of life may be, it's important to build a sound financial ladder so you can reach your future goal of a financially secure retirement.

Who Will Settle Your Estate?

Have you considered what your personal representative (executor) will be required to do? Winding up the financial affairs of any individual’s lifetime is not a simple process.

Get Organized: Complete a Financial Inventory

It's nice to end the year on the right foot, and in order to do so you'll want to revisit your financial big picture by assessing your assets, debts, and investments