Trusted by 250+ families
Your Financial Future, Thoughtfully Planned
We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.
Our Services
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind.
Estate Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Tax Optimization
Strategic tax planning to maximize your wealth and minimize your tax burden.
About Us
transparent financial guidance you can trust
For over 5 years, Unity Wealth Advisors has helped families and individuals navigate the complexities of retirement planning and wealth management. We believe in putting your interests first, always.
We believe fully in you and your family's right to building a safe and secure future. This isn't just a business model—it's our promise to you and your family's legacy.
5+
Years Experience
100+
Clients Served
Testimonial
Trusted by Thousands
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
This platform has completely transformed how we manage our marketing campaigns. The ease of use and powerful features have made a significant impact on our ROI.
The automation capabilities are incredible. We've saved countless hours and improved our customer engagement significantly.
The analytics and reporting features give us insights we never had before. Our conversion rates have improved by 40%.
This platform has revolutionized our business operations. The seamless integration and powerful features have helped us scale our marketing efforts efficiently while maintaining excellent customer relationships.
This platform has revolutionized our business operations. The seamless integration and powerful features have helped us scale our marketing efforts efficiently while maintaining excellent customer relationships.
This platform has revolutionized our business operations. The seamless integration and powerful features have helped us scale our marketing efforts efficiently while maintaining excellent customer relationships.
Our Pricing
Transparent, Value-Driven Pricing
No commissions. No hidden fees. Just clear pricing for exceptional financial guidance.
All plans include our fiduciary commitment and transparent, fee-only structure.
Foundation
Perfect for getting started with professional financial guidance
$150
/mo
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Wealth Builder
Perfect for getting started with professional financial guidance
$500
/mo
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
Legacy
Perfect for getting started with professional financial guidance
$1,000
/mo
Comprehensive financial assessment
Goal-setting and priority analysis
Budget and cash flow optimization
Debt reduction strategy
Basic investment recommendations
Written financial plan
Written financial plan
build a secure financial future
Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
When is the best time to start my retirement plan?
While the best time to start was yesterday, the second best time is now. Whether you are ten years away from your "victory lap" or already retired, a professional plan ensures your savings are optimized for inflation, healthcare costs, and longevity. We specialize in helping clients aged 50+ navigate the critical "Red Zone" of retirement.
How do I know if I have enough money to retire?
This is the #1 question we answer. "Enough" isn't just a single number; it’s a calculation of your lifestyle goals, projected expenses, and life expectancy. At Unity Wealth Advisors, we run Monte Carlo simulations and stress-test your portfolio against various economic scenarios to give you a high-probability "Confidence Score" for your retirement.
Will you help me maximize my Social Security benefits?
Absolutely. Choosing when to file for Social Security is one of the most important decisions you’ll make. We analyze your health, marital status, and other income sources to determine the optimal filing strategy—whether that’s at age 62, Full Retirement Age (FRA), or 70—to ensure you don't leave money on the table.
Do I still need Life Insurance once I’m retired?
It depends on your "Unity" plan. While many people let term policies expire, permanent life insurance can be a powerful retirement tool. We use it for Estate Liquidity (paying taxes so your heirs don’t have to sell the family home), Pension Maximization, or as a "Volatility Buffer" to provide tax-free cash if the stock market is down. We help you audit your current coverage to see if it still serves your long-term legacy.
How do I bridge the "Health Insurance Gap" if I retire before 65?
Retiring before Medicare eligibility is a major hurdle. We help you navigate the "Bridge Years" by analyzing COBRA options, Healthcare Marketplace (ACA) plans, and Health Savings Accounts (HSAs). Our goal is to structure your income withdrawals strategically so you may qualify for premium tax credits, potentially saving you thousands in monthly premiums before you turn 65.
What is the difference between Medicare and Long-Term Care (LTC) insurance?
This is a critical distinction for retirees. Medicare generally covers acute medical care (doctors, hospitals, and short-term rehab). It does not cover "custodial care," such as help with daily living or long-term stays in a memory care facility. We integrate LTC Planning into your wealth strategy to ensure a healthcare crisis doesn't deplete the assets intended for your spouse or your children's inheritance.
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