Specialties
About Me
At Unity Financial Planning Group, we are dedicated to empowering individuals, families, and businesses to achieve financial peace of mind.
With over 50 years of combined experience in the financial services industry, we bring a wealth of knowledge and a deep commitment to helping our clients thrive.We offer a comprehensive suite of services, including financial planning, investment management, insurance advice, tax planning, and estate planning. Whether you’re preparing for life’s milestones, building a legacy, or navigating complex financial decisions, our team provides personalized strategies designed to meet your unique needs and goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
As a fiduciary, our approach is rooted in collaboration, transparency, and trust. We believe in creating lasting relationships and guiding you every step of the way toward a secure and prosperous future. At Unity Financial Planning Group, your success is our mission. Form ADV Part 2A Brochure is available on the firm's website - This brochure provides information about the qualifications and business practices of Unity Financial Planning Group. If you have any questions about the contents of this brochure, please contact us at the phone number or email address listed above. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission ("SEC") or by any state securities authority. Unity Financial Planning Group LLC is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.