Unified Legacy Advisors

Unified Legacy Advisors

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SerdenID : PRO-20251117-15749

About Company

Unified Legacy Advisors is an independent, boutique wealth planning firm that helps clients design retirement strategies focused on protection, predictability, and confidence so clients can "retire fearlessly." Unified Legacy Advisors uses its Unified Retirement GPS™ to build comprehensive plans that address income, investments, taxes, healthcare, and legacy, offers customized solutions using investment and insurance products, collaborates with CPAs and estate-planning attorneys as needed, maintains offices in Lincoln and Omaha, and provides personalized, high-touch guidance led by a family team with decades of experience.

Service Category

Financial Planner

Area Served

Omaha

Contact Info

Address

17002 Marcy St Suite 120, Omaha, NE 68118

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