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
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.
Our Services
We provide tailored financial planning to align with each client's goals, covering everything from budgeting to retirement. Using expert guidance and modern tools, we create strategies that adapt to life’s changes. Our focus is ensuring clients stay on track to achieve their aspirations. Learn More.
We provide investment management tailored to each client’s goals, risk tolerance, and timeline. Using a disciplined, research-driven approach, we build diversified portfolios to balance growth and risk. Regular monitoring ensures strategies stay aligned with clients’ needs and market changes. Learn More.
We provide comprehensive tax preparation and strategic planning to help clients minimize liabilities and maximize savings. By staying current on tax laws, we tailor strategies to align with clients’ financial goals. Our proactive approach ensures that tax planning integrates seamlessly with their broader financial plan. Learn More.
We offer unbiased insurance advice to help clients protect their financial well-being. By analyzing needs and risks, we recommend appropriate coverage. Our goal is to ensure clients have the right protection as their life circumstances evolve. Learn More.
We provide personalized retirement planning to help clients achieve financial security. By aligning goals, income needs, and timelines, we create tailored saving and investing strategies. Regular updates keep clients on track as their circumstances change.
We assist clients in creating essential estate planning documents to protect their legacy and ensure their wishes are honored. By collaborating with legal professionals, we help draft wills, trusts, and other key documents tailored to each client’s goals. Our guidance ensures a seamless process, integrating estate plans with their overall financial strategy. Learn More.
