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We Are Your Family Fiduciary

May 29, 2018, 09:17 AM by Kimberly Bowling
“Patrick, my daughter just graduated and is starting her new job. Can you help her with her 401(k) plan selections? Maybe give her some tips on budgeting, too?”

My phone rings.  A client calls with an increasingly common request.  I can’t help but smile.

“Patrick, my daughter just graduated and is starting her new job.  Can you help her with her 401(k) plan selections?  Maybe give her some tips on budgeting, too?”

Happy to help.  Always.

As Fiduciary Investment Advisors at Unified Trust my colleagues and I serve our direct clients – those with accounts and assets under management here – but we naturally extend our services beyond the nucleus, to the rest of the family as well.  That’s why I say we are your family fiduciary.

Our clients tell us they have peace of mind knowing that we have helped them AND their extended family manage their financial matters for long-term security.  I’ve said it before and it bears repeating, the relationship we share with our clients is a two-way street.  You benefit from our advice, and we get a lot of personal satisfaction from seeing you … and your family … succeed.

I asked my fellow advisors for examples where we’ve served a client’s extended family.  Common situations include:

  • Helping a client’s son or daughter with budgeting, 401(k) plan matters or to evaluate an investment.
  • Assisting a client and siblings with the distribution of an estate.
  • Referring a family member to a lender, an insurer, an accountant or an attorney for specific services.
  • Helping a client’s parent with legacy planning.
  • Holding family meetings to discuss market and economic conditions, charitable giving strategies and other topics of interest.

A trusted advisor is one who cares about you and those around you.  We know family dynamics can get a bit complicated when it comes to money.  You can lean on us.  We can help the inexperienced gain knowledge, the uninformed gain wisdom, and the nervous gain comfort.  It’s what a fiduciary with a family mindset does.  Give us a call to find out more.

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We Are Your Family Fiduciary

May 29, 2018, 09:17 AM by Kimberly Bowling
“Patrick, my daughter just graduated and is starting her new job. Can you help her with her 401(k) plan selections? Maybe give her some tips on budgeting, too?”

My phone rings.  A client calls with an increasingly common request.  I can’t help but smile.

“Patrick, my daughter just graduated and is starting her new job.  Can you help her with her 401(k) plan selections?  Maybe give her some tips on budgeting, too?”

Happy to help.  Always.

As Fiduciary Investment Advisors at Unified Trust my colleagues and I serve our direct clients – those with accounts and assets under management here – but we naturally extend our services beyond the nucleus, to the rest of the family as well.  That’s why I say we are your family fiduciary.

Our clients tell us they have peace of mind knowing that we have helped them AND their extended family manage their financial matters for long-term security.  I’ve said it before and it bears repeating, the relationship we share with our clients is a two-way street.  You benefit from our advice, and we get a lot of personal satisfaction from seeing you … and your family … succeed.

I asked my fellow advisors for examples where we’ve served a client’s extended family.  Common situations include:

  • Helping a client’s son or daughter with budgeting, 401(k) plan matters or to evaluate an investment.
  • Assisting a client and siblings with the distribution of an estate.
  • Referring a family member to a lender, an insurer, an accountant or an attorney for specific services.
  • Helping a client’s parent with legacy planning.
  • Holding family meetings to discuss market and economic conditions, charitable giving strategies and other topics of interest.

A trusted advisor is one who cares about you and those around you.  We know family dynamics can get a bit complicated when it comes to money.  You can lean on us.  We can help the inexperienced gain knowledge, the uninformed gain wisdom, and the nervous gain comfort.  It’s what a fiduciary with a family mindset does.  Give us a call to find out more.

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comment-avatar

The information presented is the opinion of the author. The author’s opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment, or financial advice.

 

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