Welcome to UNITY Financial Services!
Founded in 1977, UNITY Financial Services is dedicated to building a trusting relationship with individuals and small businesses for the purpose of pursuing their financial goals.
Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Couples may be able to head off many of the problems in a marriage that money can cause.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Five strategies for managing your student debt.
A collection of tips from professional travelers.
Military families face unique challenges, making personal finance even more critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Making the most of surprises is a great reason to work with us.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.