Broker Check

610 North Town East Boulevard
Suite 102
Mesquite, TX 75150

UNITY Financial Services

(972) 329-9453

 
Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

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.

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Business Cycle

How will you weather the ups and downs of the business cycle?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

View all videos arrow