People don’t need another product, they need a Right Plan and Education.
Our Mission
Many of our goals and dreams in life require us to have enough money to achieve them. To make the most out of what you have, you must take control of your money and make it work for you, but where do you start?
Recognizing the need for widespread financial education, UNI offers the “UNI Financial Blueprint” and its “Steps to Financial Independence”. These are a series of powerful concepts designed to provide you and your family with the information and tools needed to make smart choices.
Our agents will chart a course for you and your family’s financial future. The “UNI Financial Blueprint” helps people get from where they are to where they want to be. An excellent financial foundation begins with a solid education of how the financial service industry works.
Ultimately, it is our mission to educate you and your family.
Our Service
- Financial Planning – Retirement / Life / Annuity / LTC / IRA / Estate Planning
- Financial Education
- Long Term Care / Medicare / Group Health Insurance / Individual Health Insurance
- Roth / SEP / Traditional IRA & IRA Roll Over Service
- Loan Services – small business loans/mortgage loans