At United Financial Group, we have dedicated ourselves to providing fiduciary financial and retirement advice throughout Northern Indiana and to our community for three generations. As natives to the North Manchester, Indiana area, we live right here, but we draw upon financial industry expertise from all over the United States.
The word fiduciary is a term that refers to a legal mandate to do what is in the client’s best interest at all times. We serve as fiduciaries to our clients, advising you on strategies we believe are best as part of your overall goals and future plans.
We are advisors, not salespeople.
How much money do you really need for retirement?
Retirement planning plus effective tax planning can help
Are you getting financial
advice from a recognized leader?
Mark Kissell founded United Financial Group in North Manchester, Indiana in 2000.
How can you be sure your
plan is right for you
Financial planning considers your goals, your investments and whether or not 401(k) rollovers might be advisable.
If you have questions we have answers
Retirement Planning
Planning for retirement shouldn’t be difficult or painful. It should be a gratifying process knowing that you’ve taken the proper steps to achieve the retirement lifestyle you’ve dreamed of. By developing a retirement plan to help generate reliable income, we can help ensure that your money will last.
Leave a Legacy
In addition to helping make sure you’ve planned adequately to have the funds to achieve your life goals—like your retirement bucket list—we help clients plan for wealth transfer. We focus on setting up tax-advantaged methods for your children or other beneficiaries to receive an inheritance after you are gone.
Social Security
Social Security will be a crucial source of income for the 10,000 baby boomers turning 65 each day until the year 2030. The decisions you make can have a tremendous impact on the total amount of Social Security benefits you stand to receive over your lifetime. Optimizing benefits is critical—we can help.
Medicare Plans
Not many financial advisors offer you the resources to research your Medicare plans every year to help ensure you’re getting the coverages you need for the most economical premium. It’s really difficult to compare policies if you’re not in the business, and that’s why we’re licensed to offer Medicare.
Understanding financial concepts and investment management can be intimidating, but it doesn’t need to be. At United Financial Group, we strive to provide financial strategies that are easy to understand and more importantly, easy to execute so that you can begin securing your financial future as soon as possible.
12106 N 600 E
North Manchester, IN 46962
260-982-1090
888-342-8918
Understanding financial concepts and investment management can be intimidating, but it doesn’t need to be. At United Financial Group, we strive to provide financial strategies that are easy to understand and more importantly, easy to execute so that you can begin securing your financial future as soon as possible.
12106 N 600 E
North Manchester, IN 46962
260-982-1090
888-342-8918
© 2020 United Financial Group.
