Distinctive Financial Services
United Wealth Group LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Marriage changes everything, including your insurance needs.
Bonds may outperform stocks one year only to have stocks rebound the next.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Help others achieve life-long financial balance with just a desire to be something different.
Understanding how capital gains are taxed may help you refine your investment strategies.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are things you can do to keep yourself safe when you lose your wallet.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A quick history of the Federal Reserve and overview of what it does.
Even low inflation rates can pose a threat to investment returns.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?