Retirement and Financial Planning


Your Investments Require Dedicated Investment Management

Protecting your hard-earned assets in perhaps the most volatile era in generations requires careful investment management. And there may not be a more important time than now to safeguard all that you’ve worked so hard to achieve. We have access to lots of ways to help protect and preserve your wealth, and we pursue new strategies to help provide safety and protection to your hard-earned portfolio.

At United Financial Group LLC in North Manchester, IN, we can help you answer questions like:

  • What is my appetite or tolerance for stock market risk?
  • Am I on track to achieve my financial objectives?
  • When can I retire given the investments I have now?
  • Do I need to change my portfolio as I get older?
  • Offer personalized programs to help you achieve your unique goals.

For instance, fixed indexed annuities have been heavily researched by financial industry experts like Roger Ibbotson and Jack Marrion, who found them to perform better than bonds for retirement. Integrating fixed indexed annuities into your portfolio can protect you from market loss during a downturn while giving you the opportunity to realize market gains during the good times.

Wealth Management

At United Financial Group LLC, we recognize that wealth management is not a “one-size-fits-all” endeavor. It is our hope that you will give us the opportunity to show you all that is possible when it comes to customizing your financial and retirement plan based on your unique goals and objectives. Our mission is to help you accumulate, preserve and distribute all that you have worked so hard to achieve.

From traditional investment and wealth management of equity portfolios, to incorporating insurance and alternatives like annuities, we seek to help you grow, protect and transfer your wealth to the next generation. We also include tax planning and estate planning as important factors contributing to the success of your comprehensive financial planning through the generations.