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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Consolidating your assets onto one platform can reap multiple benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This checklist can give you a quick snapshot of how prepared you are.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Simple steps may help you foil hackers and protect your privacy.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?