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Our Services

How Much do You Know About Investment?

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

Financial Planning

  • Wills
  • Living Trusts
  • Charitable Trusts
  • Estate Tax Reduction
  • Asset Protection
  • Succession Planning

Set Up 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.