Unity Bank will be closing at Noon on December 24th and closed all day on December 25th in observance of Christmas. We will resume regular hours on Friday, December 26th.
Holiday Processing Notice: Payments and deposits will continue as normal on Dec 24 & Dec 26.The Federal Reserve will be operating as usual on those days, so paychecks, direct deposits, wires, and other transactions will be processed without delay.
Our mission is to foster strong, enduring relationships with you, guiding you through every stage of your financial journey—both the triumphs and the challenges. We’re committed to providing personalized service that aligns with your unique goals and aspirations. By leveraging our expertise, products, and services, we aim to simplify your finances and empower you to achieve your dreams.
We take the time to understand your personal financial goals and values. Building a meaningful relationship allows us to tailor our strategies and support to fit your individual needs and aspirations.
Customized Solutions
Recognizing that each person's financial situation is unique, we develop strategies specifically designed for you. Our goal is to create a plan that reflects your personal goals and adapts to your evolving needs.
Comprehensive Planning
We offer detailed and personalized financial planning to help you manage and grow your wealth. Our focus is on delivering value and driving growth, with solutions that empower you to reach your financial objectives. With best-in-class financial planning software, we can make detailed plans that allow you to track your progress and help guide you to financial success. Plus, our online Adviceworks program gives you a real-time view of your full financial picture and any documents you need - anytime, anywhere.
Accessible Expertise
Visit us anytime to discuss your financial future—no cost, no obligation. We’re here to offer guidance and support, ensuring you feel confident and informed about your financial decisions.
Get Started Today
There’s no better time than now to plan for your future.
Our Services Include:
Investment and Money Management
Personal Retirement Planning
Financial Understanding and Education
Insurance Services
Education Planning
Estate Planning and Coordination
Business Planning and Coordination
Tax Efficiency Planning*
Your Process
Target
Together we have a conversation where we identify important details such as your goals, needs, wants and wishes. This becomes the focus of our planning process.
Analyze
We perform an in-depth analysis of your current financial situation and assess what resources are available that support the areas discovered above.
Create
We deliver a personalized strategic plan that is unique to you. At our meetings we work with you on plans that focus on your goals, while reducing risk and volatility.
Implement
We implement your financial plan with a strategy specific to you, your goals and ambitions.
Manage
Together we periodically monitor your plan, understanding that life and your plans can change. We identify these changes and, assisted by you, we make the adjustments that ensure continued success.
Financial Planning is Life Changing
Retirement Planning
Income Driven Retirement
Goal Oriented
Comprehensive Financial Plan
Detailed Financial Plan
Goal or Retirement Specifics
Understanding Your Finances
Net Worth Statement
Cash Flow Statement
Budget Management
Taking Care of Yourself and Others
Insurance
Annuities
Life
Health & Disability
Long- Term Care
Education Planning
College Savings & 529 Plans
Estate Planning
Wealth Transfer
Tax Planning*
Building Confidence Through Planning
Portfolio Management
Portfolio Building
Portfolio Review
Monitor & Rebalancing
Cost Management
Account Servicing
Client Review
Investor Coaching
Behavioral Finance
Daily Monitoring
Unlimited Access to our Team
Risk Management
Risk Management Analysis
Investment Suitability and Monitoring
Checklist
Use this checklist to ensure you have all the documentation you might need for our first financial planning meeting. For each relevant category, you should bring your most recent statement(s), if a statement is not available please have knowledge of each category.
Paycheck stub(s) or (Gross Annual Income)
Recent Federal, state, and local income tax returns
Bank, Brokerage, and Mutual Fund statements
Retirement plan statements (IRA, 401(k), 403(b)/TSA, etc.)
