United Financial is the premiere team of financial professionals dedicated to assisting Public Employees and their families prepare for their financial future at all stages of life and career.
UNITED FINANCIAL SERVICES
If you’re a Public Employee nearing retirement, there are actions you can take now to protect your savings and set up your retirement to handle any market condition. We have worked with thousands of individuals and families in Minnesota and Wisconsin, and many in other states as well. Since the states do not directly employ licensed professionals to walk you through this, and very few financial representatives have any knowledge of the detailed retirement plans offered to public employees, you’ll find that United Financial is the very best choice for you and your family.
United Financial will help you to understand and optimize these plans with your life and your situation, which is vital to maximizing your current and your future finances, and essential for your retirement. Small things can make a very big difference. We understand each aspect of your plan, which allows us to make sure that you’re in the right options and coordinating with your spouse’s plan (if there is one) and any previous employer accounts. Although we have specialized knowledge of public employees retirements, we do, of course, have extensive experience assisting those in any private employment as well. Reach out to us today and we’ll help you on the right path.
assisting Minnesota & Wisconsin Public Employees
If you’re in higher education or with the University of Minnesota or University of Wisconsin-Madison, you have a unique pension plan and retirement plan options. Do you understand them fully, and know how to coordinate protecting your income and family, while using that system with other financial strategies to your advantage? Are you nearing retirement, and wondering what steps will be next, and how best to secure that retirement?
We can help.
we’ll help you to:
We work with
federal employees!
We Help Teachers!
State Universities, K-12,
Tech & Community Colleges, UW Madison, U of MN
Enhanced Planning
Enhanced planning is a key element of any retirement strategy. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Generational Vault
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.
Retirement Strategy
Our organization prides itself on providing full-service retirement planning to Minneapolis, Minnesota and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
New Generation
Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Insurance Solutions
Depending on your unique retirement goals, one of our insurance solutions may strike the right balance between risk aversion and reliable income.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.