These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
At United Financial Advisors, we provide professional assistance in the following areas:
Financial Planning
Investments
Mutual Funds
Annuities
Stocks
Bonds
Retirement
Life & Disability
Estate Planning
Estate Tax Reduction
Asset Protection
Succession Planning
Collaborate with your attorney who will create:
Wills
Living Trusts
Charitable Trusts
Qualified Plans
SEP's
401(k)s
Minimum Distribution IRAs/TSAs
Defined Contributions
Maximum Contribution
Insurance
Life
Disability
Dental/Vision
Long Term Care
P & C - Providence Insurance with Neal Martin*
Medicare with Evan Breedlove*
*RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
4 Critical Social Security Facts
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.