
Unified Legacy Advisors
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
Area Served
Contact Info
Address
17002 Marcy St Suite 120, Omaha, NE 68118
- Phone Number(402) 261-7089
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