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Inherent in wealth management is unlimited opportunities and uncommon complexities. The UNFCU Investment Centre appreciates your financial journey and endeavors to simplify the challenges and explore the possibilities you may have already considered. A long-term wealth plan begins with a partnership, a personal relationship built on trust and mutual understanding which is why our Raymond James Financial Advisors are passionate about achieving your financial and lifestyle objectives.
Our extensive cache of financial products and services, in concert with our multi-national capabilities and unyielding commitment, can help you achieve all that you desire and undoubtedly deserve.
Planning Services
Financial planning is the foundation of each service we provide and each decision we make. We approach planning as a long-term commitment as we design strategies that can effectively preserve and enhance your wealth. We provide services in the following areas:
• Estate Planning
• Investment Planning
• Life Insurance Planning
• Advisory Services
• Portfolio Management
Wealth Preservation
Our Raymond James Financial Advisors, in conjunction with outside Attorneys and CPAs, can successfully create and implement an Estate and Tax Plan, maximizing the value of your estate while minimizing your tax burden, and professional and court fees. Additionally, our team can minimize the cost of probate, creditors, attorneys and estate taxes, and seamlessly execute the transfer of your estate with minimal tax implications.
Wealth Transfer
One of the top concerns among the affluent is how to transfer what they have accumulated and preserved throughout their lifetime to their family, loved ones and charities. Our Raymond James Financial Advisors can help you plan for a well-defined wealth transfer strategy while considering your tax situation. Our goal is to safeguard your financial position while we consider all the issues that are important to you, so that your assets are passed to your loved ones in accordance to your wishes.
Professional Money Management
We can formulate a diversified, tax-intelligent portfolio that successfully embraces your personal vision, from charitable giving to the enhancement of capital, minimizing volatility and generating attractive after-tax returns.
Retirement Planning
Your golden years are as important to us as they are to you. We can identify the best method of securing your financial future, taking into consideration your current financial situation, risk tolerance and goals. And, we can develop a long-term strategy to balance your goals, such as potential income distribution and retirement.
Trust Services
Our experienced Raymond James Financial Advisors will work closely with you and your family to preserve the wealth transfer framework you put into place. We have access to a comprehensive range of trust services to help you meet your needs, from reviewing your estate plan to administering your estate. These services include account management for wills and living trusts, lifestyle management and life care assistance, irrevocable life insurance trusts, estate settlement services and specialized trust services.
Your financial goals, your personal aspirations, your best interest — there is no greater inspiration in creating finely crafted wealth management solutions that more than exceed your expectations to cultivate limitless possibilities for generations to come.
Contact Us
The Investment Centre offers complimentary one-on-one consultations with a Raymond James Financial Advisor. Your Financial Advisor will work with you to create and execute a strategy specifically designed to meet your personal objectives.
To arrange for your private appointment contact a financial advisor or email us at or visit a branch office.
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