United Wealth Group LLC is a professional organization specializing in customized business planning, estate planning, and executive benefits services. With our experience and education, we help clients integrate their investments and protection using tax-favored accumulation with asset allocation and diversification.
Products and Services for Business Owners
- Business Evaluation
- Voluntary Permanent Life
- Qualified & Non-Qualified Retirement Plans
- Buy-Sell Agreement Funding
- Executive Bonus
- Key Employee Coverage
- Long & Short-Term Disability Funding
- Business Overhead Expense
- Group Health Insurance
- Business Debt Liquidation
- Private Equity
Products and Services for Individuals
- Estate Planning
- College Education Funding (529 Plans)
- Retirement Planning
- Long Term Care Insurance
- Mutual Funds
- Disability Income Insurances
- Annuities
- Life Insurance
- Asset Management
- Investments – Stocks, Bonds, Mutual Funds, ETFs, IRA and Portfolio Management
- Advisory Service
- Wealth Management
