Your Financial
Future
Starts Today
Unlock the power of self-directed retirement accounts and alternative investments. Take control of your wealth with our comprehensive solutions.
Comprehensive Wealth Solutions
Expert guidance and innovative strategies to help you build, protect, and grow your wealth
SOLO 401(K)
A Solo 401(k) is a retirement savings account that is designed for self-employed individuals or small business owners who do not have any full-time employees other than themselves and their spouse. A Solo 401(k) can be a powerful tool for self-employed individuals and small business owners who want to save for retirement while reducing their tax burden.
ASSET PROTECTION
Forming a proper business structure is a crucial first step for entrepreneurs to navigate the complexities of taxation and legal structures. Here's a breakdown:
SELF-DIRECTED IRA
A Self Directed IRA is a type of individual retirement account (IRA) that allows you to invest in a wide variety of assets beyond the traditional stocks, bonds, and mutual funds available in typical IRA accounts.
ENTITY FORMATION
Forming an LLC is a crucial step for individuals and businesses looking to establish a legal structure that combines the benefits of both limited liability and operational flexibility. It provides a solid legal foundation that not only safeguards personal assets but also facilitates a more adaptable and credible business structure. The importance of forming an LLC is evident in several key aspects, such as liability protection and tax advantages.
ANNUITY
An annuity is a financial product that provides a regular income stream in exchange for a lump sum payment. In simpler terms, it's like a savings account that you deposit money into and then receive regular payments from, usually monthly or annually. If you want to invest in the stock market but are concerned with recent market volatility, an annuity is a great way to keep your funds invested in the market with less risk.
ESTATE PLANNING
Preserve your legacy with comprehensive estate planning tailored to your family's unique wishes.
About Us
At Unified Wealth, we believe that everyone should have the opportunity to control their retirement savings and invest in what they know and believe in. That's why we offer self-directed retirement accounts that allow clients to invest in a wide range of alternative assets, including real estate, cryptocurrency, private equity, precious metals, and more.
Our self-directed retirement accounts are designed to provide clients with the flexibility and control they need to create a customized retirement portfolio that aligns with their individual financial goals and values. Whether you are looking to diversify your retirement savings or invest in alternative assets that you are passionate about, our team is here to help.
What Our Clients Say
Real experiences from satisfied customers who trust us with their financial future
Dave Starr
Great experience
Cassie and the Unified Wealth team were so helpful transferring all my accounts over to my new trust. There were several complications with the old companies that the team managed seamlessly. Cassie was great at follow up and someone is always ready to answer every question I have.
Gregory Bumpus
Thank you Heather Delaney with Unified Wealth
I would like to commend Heather Delaney, an Account Specialist with Unified Wealth. She was extremely patient with me during the on boarding process with several of my accounts. She always handled what I thought was monumental in a professional manner. It was always pleasant to hear her friendly voice...
Kristy
Unified Wealth does it right the first time!
Unified Wealth has streamlined the process of setting up multiple types of accounts such as Solo 401K, checking accounts & LLC's. I give them basic information and they handle the rest, saving me countless hours of research and fumbling through the paperwork on my own. They are professional, efficient...