Beneficiary Wealth Management is a DBA of Unity Financial Planning Group LLC (“UFPG”), a state registered investment adviser. UFPG may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. UFPG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of UFPG’s web site on the Internet should not be construed by any consumer and/or prospective client as UFPG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by UFPG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of UFPG , visit https://brokercheck.finra.org  

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This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.