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Estate Planning Checklist


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Estate Planning: An Important Part of Your Financial Future Thank you to everyone who participated in our recent client survey. Your feedback helps us better understand the financial topics that matter most to you. Estate planning was one of the top priorities identified by our clients, so we wanted to share the article below as a helpful resource: ESTATE PLANNING CHECKLIST If this article brings up any questions about your own financial or estate planning goals, please don’t ...
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Weekly Market Update – 1.6.2025


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Last week, we closed out 2024 with a bang and rang in the New Year. The S&P 500 declined -0.45% for the week but rose 23% over the year and hit 57 new all-time highs. The Magnificent 7 and technology indexes have outperformed the S&P 500 for two consecutive years. Prudent rebalancing can reduce concentrated tech stock holdings or overweight tech sector allocations. Unify Financial Advisors rebalances portfolios as part of our investment management ...
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    Unify Financial Advisors
    1465 S Fort Harrison Ave.
    Suite 201
    Clearwater, FL 33756
    (727) 306-0299

    Unify Financial LLC is registered as an investment advisor with the SEC.  All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.

    Such an offer can only be made in States where Unify Financial
    is registered or where an exception from such registration is available, and no
    new account will be accepted unless and until all local regulations have been
    satisfied.

    If you are interested in our services, please e-mail us or
    call and request our Disclosure Brochure (Part II of the Form ADV & CRS); which
    provides detailed information about Unify Financial and any inherent risks that
    may be associated with our services.