At Unified Wealth Advisors, we understand that proper retirement planning is essential to a secure financial future. That’s why we’ve developed a comprehensive prequalification process designed to ensure that anyone who chooses to work with us has the best chance of success. Our team takes great pride in forging strong relationships with our clients and only accepts those whom we strongly believe we can help.

Our prequalification process begins with a brief questionnaire that takes approximately two minutes to complete. This questionnaire covers topics such as your current financial situation, retirement goals, investment preferences, and other relevant matters.  After completing the questionnaire, our system will quickly analyze your responses and determine whether you qualify for a complimentary discovery meeting with Joe and Dan.

Regardless of whether or not you meet the prequalification criteria, we thank you for considering Unified Wealth Advisors and wish you the best of luck in your retirement planning endeavors.