Integrated Financial Planning & Portfolio Management
Fee Only Advice
Union Financial Partners offers independent, fee-only advisory services. There are no insurance or investment products behind our strategic planning recommendations.
Expert Advice for Your Peace of Mind
- Comprehensive Financial Planning
- Retirement Planning
- Compensation & Executive Benefits
- Business Continuity Planning
- Cash Flow Management
- Multi-Generational Wealth Management
We believe it's not about how much money you have, but how much enjoyment you receive from what you have that contributes to living a secure, satisfying and abundant life.
Investment Advice You Can Depend On
Our proprietary Model Portfolios have been designed using a multi factor analysis tool developed in academia by Eugene F. Fama and Kenneth R. French and made available through Dimensional Fund Advisors (DFA). Our portfolios will fully diversify your assets and consciously invest in risk factors that drive portfolio returns.
Ongoing Advice
We monitor your portfolio performance against common benchmarks. We also track your portfolio performance against your individual long-term goals developed in the financial planning process.
