A collection of resources to help you on your financial journey.
The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.
Jason Grantz, Director of Institutional Retirement Consulting, describes the current landscape in the recordkeeping industry and how to stay relevant with the development of apps and digital assets. This article can also be found in the July/August PLANADVISER magazine.
Institutional Retirement Consultant, Monika Hubbard, spoke with Lee Barney at Planadviser about how advisors can distinguish themselves in a very crowded retirement plan marketplace.
Kevin Avent, Managing Director of Wealth Management, stresses the importance of saving for retirement while balancing debt management and helping pay for children's college.
Fiduciary Investment Advisor, Billy Lanter, offers insight on steps to take to avoid investment and banking fees.
Justin Morgan, Managing Director of Plan Administration and Service, spoke with PLANADVISER about offering plan loans and the importance of monitoring at both the individual and plan level.
Jason Grantz, Director of Institutional Retirement Consulting, outlines the three principal areas of concern when evaluating risk.
In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.
Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.