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 Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
How Financial Decision-Making is Like Camping
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Not Your Parents’ Finances
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.