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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
College Funding Ideas
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Read this overview to learn how financial advisors are compensated.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Five phases to changing unhealthy behaviors.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
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 some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Here is a quick history of the Federal Reserve and an overview of what it does.