Worried your financial strategy might be missing something?
We’re here to help you gain clarity about your financial future.
Catch Your Retirement Dreams
Your financial plan should serve as a protection of your economic well-being. Focusing on the core threads of retirement planning, our Unified Wealth Process weaves together every facet of your financial life.
401K/403B Plan Management
Having a good grasp of your retirement plan is critical in reaching your financial goals. We're here to help you look at your pension options, make smart choices with your 401(k) or 403(b) plans, and keep you updated on your wealth's growth so you can feel more confident about your future.
Investment Management
When you finally enter retirement, finding investments and strategies that fit your personal goals, risk tolerance and income requirements is crucial. We’ll guide you through your options so you can feel confident you’ll have the financial security you need without worrying about outliving your money.
Life Insurance
Insurance policies can be pretty different from one another, so it's important to know exactly what yours covers, who your beneficiaries are, what limits you might have and what situations could trigger a claim. We'll help you look over and tweak your plans if needed, ensuring there are no surprises and that you're well covered both now and in the future.
Annuities
Annuities are financial tools that can help you create a stream of income you can’t outlive. But today’s annuities aren’t like those of your parents or grandparents. There are many ways to tailor annuities to fit your needs. We’ll help you compare your options.
Tax & Estate Planning
Taxes can take a bigger bite out of your retirement income or legacy than you may be expecting. We can help you develop tax-efficient strategies that fit your overall financial plan so more of your hard-earned dollars go to you and your loved ones.
Long-Term Care
For retirees, outliving good health can be a mental and financial blow. Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.
Medicare
Medicare doesn’t have to be a headache. We're here to answer your questions and simplify the process, ensuring you get the right medical and prescription drug coverage. Plus, we'll walk you through options to cover that pesky 20% of medical costs that Medicare leaves out.
Income Planning
Unlike the working years, when you’ve likely drawn a regular paycheck, at retirement, it’s time to pay yourself. Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive? We can help.
Social Security Planning
When should you begin taking your Social Security benefits? It depends. We're here to break down all the factors that play into optimizing your Social Security and help you explore ways to potentially boost your lifetime benefits.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Unified Wealth™ and Retirement Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Unified Wealth & Retirement Planning is not affiliated with or endorsed by the U.S. Government or any governmental agency.