United Capital Financial Life Management / Financial Advisor in North Wales, Pennsylvania
United Capital is a group of professionals focused entirely on helping its clients blend their financial resources with the life they want. The firm acts as its client Fiduciary, always focused on keeping the clients’ interest first and offers a variety of wealth management services. Clients range from executives and small business owners, to those who are making retirement decisions, passing their business interests to the next generation, changing jobs, receiving a financial windfall, considering charitable gifts, or adjusting to divorce or the death of a spouse.
The advisors at United Capital offer a unique, proprietary roadmap for “Your Path to Financial Freedom”. Financial freedom means an end to worry about having money for your children's education, being able to take care of your parents, live the life you want in retirement, or leave the legacy you want for your heirs. It's the freedom to travel, focus on your business, and donate time and money to favorite causes because by analysis you have the peace of mind that comes from being “on path”.
Each client is treated as an individual, and there are no cookie-cutter answers provided to help prioritize his or her goals. Through a comprehensive approach, including an in-depth analysis of the various areas of financial planning, UC works to create an accurate profile that reflects each client’s current and future needs. By aligning every clients’ assets, liabilities, insurance coverage, taxes and investment portfolio with their current and longer-term needs, a client can see the interrelatedness of all financial decisions affecting their net worth and peace of mind. Without the pressure to sell products, the advisors at United Capital are free to focus on each client and what the clients need to be successful.
United Capital delivers a client-centered approach which includes a fee-only service with no hidden costs or commissions. UC offers new clients two unique services: a stand-alone Assessment which provides observations and recommendations to improve their financial condition; and an Ongoing and Continuous Service that takes the client from analysis through implementation to monitoring their plan to insure greater success. Additionally, UC offers a Client Cyber Vault, a secure online portal for each client to access and store their personal and financial information all in one place.
For more information about United Capital and the wealth management services they can provide for you or someone you know, contact the Managing Director Terry Siman, JD, CFP, at , or visit their website at www.unitedcapitalphila.com
The advisors at United Capital offer a unique, proprietary roadmap for “Your Path to Financial Freedom”. Financial freedom means an end to worry about having money for your children's education, being able to take care of your parents, live the life you want in retirement, or leave the legacy you want for your heirs. It's the freedom to travel, focus on your business, and donate time and money to favorite causes because by analysis you have the peace of mind that comes from being “on path”.
Each client is treated as an individual, and there are no cookie-cutter answers provided to help prioritize his or her goals. Through a comprehensive approach, including an in-depth analysis of the various areas of financial planning, UC works to create an accurate profile that reflects each client’s current and future needs. By aligning every clients’ assets, liabilities, insurance coverage, taxes and investment portfolio with their current and longer-term needs, a client can see the interrelatedness of all financial decisions affecting their net worth and peace of mind. Without the pressure to sell products, the advisors at United Capital are free to focus on each client and what the clients need to be successful.
United Capital delivers a client-centered approach which includes a fee-only service with no hidden costs or commissions. UC offers new clients two unique services: a stand-alone Assessment which provides observations and recommendations to improve their financial condition; and an Ongoing and Continuous Service that takes the client from analysis through implementation to monitoring their plan to insure greater success. Additionally, UC offers a Client Cyber Vault, a secure online portal for each client to access and store their personal and financial information all in one place.
For more information about United Capital and the wealth management services they can provide for you or someone you know, contact the Managing Director Terry Siman, JD, CFP, at , or visit their website at www.unitedcapitalphila.com
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