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We Want You To

Retire Fearlessly

Technically, retirement planning is what we do. But we want to guide you towards a life in retirement that is fearless. We work hard on your behalf to edge you closer to pushing the boundaries of possibilities.

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 Our Experience
Questions We Often Hear

We work with families who have worked hard to create an amazing life that they cannot wait to build on in retirement and want to leave the world a better place. They generally have similar questions like:

What can I do to possibly manage all the moving parts in my plan?


How can I confidently spend the money we’ve worked so hard for?


How do I withstand the impact of taxes during my retirement?


If you ask yourself these questions

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Who We Are
Unified Legacy Advisors

You get one shot at retirement. We as a team have retired many times, in the sense that we’ve led a multitude of clients to and through the retirement finish line. We are an independent, boutique, high-end wealth planning firm focused on helping you live a life in retirement that is fearless.

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UN • I • FIED - Make or become united, uniform, or whole

We believe that there are 5 key areas in retirement that when addressed properly lead to a “fearless” retirement. Not a retirement that is dependent on a “booming market,” but rather one that is unified in multiple areas of your retirement.

Income

Our goal is to help ensure your expenses can be paid month to month with reliability & predictability for the rest of your life.

Investments

Once your income is established, we will create an investment plan for the remaining assets that you will likely not need to draw from monthly.

Taxes

Any comprehensive plan will include a strategy for tax liabilities. We work collaboratively with a qualified CPA to help with completing your plan.

Healthcare

A comprehensive plan will also have a strategy for addressing rising health care costs.

Legacy

It’s important to ensure your assets go to your beneficiaries in the most efficient manner. We collaborate with a qualified Estate Planning Attorney to help with completing your plan.

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What's Your #1 Retirement Mistake?

Take this complimentary quiz to identify which of the five areas of retirement is potentially your biggest “Retirement Gap” right now.
 

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Testimonials and endorsements appearing above were provided by current or former clients of The Patriot Financial Group, LLC, dba Unified Legacy Advisor, LLC. The clients and former clients were not compensated, nor are there material conflicts of interest that would affect the testimonials and endorsements. Testimonials and endorsements may not be representative of the experience of other current or former clients and do not provide a guarantee of future performance success or similar services. You may also view all reviews on our Google business page, including positive and critical feedback, at

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Take Your First Step with ULA

If you are ready to see what is possible with the Retire Fearlessly GPS® and how it can help you live fearlessly in retirement – let’s see if it is a fit.

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What’s Your
#1 Retirement Mistake?

Take this complimentary quiz to identify which of the five areas of retirement is potentially your biggest “Retirement Gap” right now.

Take Our Quiz