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.
Helpful Content
Retirement Planning With Your Special Needs Child in Mind
Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.
Infographic: LGBTQ Proud
The LGBTQ community has fought hard for fundamental human rights, from workplace treatment and healthcare to marriage and family planning. These milestones in LGBTQ rights, coupled with strong financial habits, can help create...
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Mentorship for Entrepreneurs: An Invaluable Resource
Entrepreneurship can be a rewarding but solitary pursuit.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
How to Spend Smart to Improve Cash Flow
Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.