Unified Trust serves individual investors through our Wealth Management Services business and corporate retirement investors through our Retirement Plan Consulting Group. We work directly with our clients and in concert with our Advisor Partners. And as a true fiduciary—we always put our clients first.
WEALTH MANAGEMENT SERVICES FROM UNIFIED TRUST
Unified Trust has a proven record in financial planning and investment management and a commitment to personal service and personalized solutions for every customer. We have time-tested solutions for helping people reach successful retirement outcomes, provide for their heirs, save for education, sell a business and create sound endowments. But it's only possible because of our singular focus—everything we do is to help people achieve their long-term financial goals.
RETIREMENT SERVICES FROM UNIFIED TRUST
Managing retirement plans is our specialty and we do it in a way that makes us unique. We have innovative, proprietary products and services. We have a proven track record. And most importantly, we assume fiduciary responsibility for the plan and we take it very seriously as a discretionary trustee.
ADVISOR PARTNER SERVICES FROM UNIFIED TRUST
We find that we can do the most good for our clients when we work in concert with our Advisor Partners. Our Advisor Partners complement our services and work hand-in-hand with us to accomplish a common mission: to always do what’s best for our clients to help them reach their ultimate retirement goals.
For more information about Unified Trust, call Gregory Kasten at (859) 296-4407, ext. 202 or e-mail him at firstname.lastname@example.org