For goal-oriented individuals who want help identifying, defining and planning the course of action needed to achieve their “One Best Life”, our holistic planning services provide the education, resources, guidance, and advice that you need to make informed financial life decisions with clarity and confidence.
Unlike many financial services firms, we’re an independent fiduciary who provides educational advice using a transparent, fee-for-service model. We do not push products.
Our Second Opinion Review provides you with a non-biased analysis of your current situation and includes recommendations that you can implement on your own without further obligation.
Our LifePrint® Advantage process offers ongoing education, organizational tools, resources and professional advice to give you enhanced control of your financial life.
We' are independent fiduciaries who focus on providing education. Our duty is to you, not to commercial self-interests. We provide guidance and advice using a transparent, fee-for-service model.
We educate you on your current investments, insurance, tax and estate planning, Social Security, cash flow and more so you understand what you have today so you can make decisions with confidence going forward.
Our holistic planning process offers a complete range of services surrounding every aspect of your life. We help you identify what is most important to you so you can build a financial foundation to enjoy it.
No need to come into the office or just talk over the phone. We have clients in nearly every state in the USA and employ technology which allows us to meet with you virtually, on-line, whenever is convenient for you. You're busy and we're here to help simplify your life!
We develop financial game plans for pro athletes, coaches and agents. Founding Partner Joshua Kadish, AIF®, RCF® is an NFLPA Registered Player Financial Advisor with the NFL Players Association.
Our MoneyMind® exercise helps you discover information about financial biases you have pertaining to money. Gain an understanding of how you relate to money and emotional decision making through a series of easy to answer multiple-choice questions.Experience The MoneyMind® Exercise Now Experience MoneyMind®
*Legal Disclosure. United Capital Financial Advisers, LLC is not affiliated with Second Opinion Partners. Securities America, Inc. is not affiliated with United Capital Financial Advisers, LLC. United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live Richly℠, We Help You Live Richly℠, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinder℠, United Capital Financial Life Management®, and Financial Years of Freedom℠) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.