At Unland Wealth Strategies, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Who
We Serve
Our
Services
Investment
Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you manage your financial goals.
Estate
Planning
Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Annuities
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Financial
Planning
By understanding the role of financial planning in pursuing your short, intermediate, and long-term financial aspirations, you'll be better equipped to control your financial future.
Individual
Securities
Individuals have access to a variety of investment vehicles that can be used to help them manage their short and long-term goals.
Our Team
