Unified Legacy Advisors

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Unified Legacy Advisors We want you to Retire Fearlessly. At Unified Legacy Advisors, we understand the power of planning for Today’s Life and Tomorrow’s Legacy.

We strive to create solutions that bring our clients’ dreams to fruition while they’re living, while creating a powerful legacy that will last beyond their years. With our partners, we are unified in our mission to make a difference for individuals, families, businesses and charities everywhere. We want to share our expertise and understanding with like-minded advisors who seek to serve their clients through trust and collaboration. Whether you’re looking for a case consultation or long-term partnership, we’re open to new opportunities. Contact us to discuss how we can team up to make a difference for your clients.

10/16/2026

Happy Birthday, Brett!

Retirement is about more than choosing your final day of work.Before you retire, it is important to review how your inco...
10/14/2026

Retirement is about more than choosing your final day of work.

Before you retire, it is important to review how your income, investments, taxes, healthcare, and legacy plans will work together. Our latest blog walks through five key areas to consider before making the transition.

Read the full article: www.unifiedlegacyadvisors.com/blog

Social Security can feel simple until you start comparing claiming ages, spousal benefits, and taxes. We’ll help make th...
10/13/2026

Social Security can feel simple until you start comparing claiming ages, spousal benefits, and taxes. We’ll help make the decisions easier to understand.

Register here: www.unifiedlegacyadvisors.com/events

Saving for retirement is only part of the plan.The next challenge is creating an income strategy designed to support you...
10/12/2026

Saving for retirement is only part of the plan.
The next challenge is creating an income strategy designed to support your lifestyle throughout retirement.

A thoughtful plan can help you understand where your income will come from and how your savings can work together over time. Want help with your plan? www.unifiedlegacyadvisors.com/contact

We’re excited to congratulate Spencer Adams on earning his Certified Financial Fiduciary® (CFF) designation!This achieve...
10/09/2026

We’re excited to congratulate Spencer Adams on earning his Certified Financial Fiduciary® (CFF) designation!

This achievement reflects Spencer’s continued commitment to professional growth and to serving clients with care, integrity, and a fiduciary mindset.

Please join us in congratulating Spencer on this well-earned accomplishment! 🎉

Not sure when to claim Social Security or how your decision could impact your retirement income? Our upcoming workshop c...
10/08/2026

Not sure when to claim Social Security or how your decision could impact your retirement income? Our upcoming workshop can help you better understand your options.

Register here: www.unifiedlegacyadvisors.com/events

What happens to your retirement accounts when you pass away?Beneficiary designations, account types, tax rules, and dist...
10/07/2026

What happens to your retirement accounts when you pass away?

Beneficiary designations, account types, tax rules, and distribution timelines can all affect how those assets are transferred to the people or causes you care about.

Our latest blog explains why reviewing your beneficiaries and coordinating your retirement accounts with your estate plan can help reduce confusion and unintended consequences.

Read the full article: www.unifiedlegacyadvisors.com/blog

Your investment strategy shouldn’t stay on autopilot as retirement gets closer.The way you invest while building wealth ...
10/05/2026

Your investment strategy shouldn’t stay on autopilot as retirement gets closer.
The way you invest while building wealth may look different from the way you invest when you’re preparing to rely on those assets for income.

A thoughtful retirement plan considers how your investments fit into the bigger picture. Learn more: www.unifiedlegacyadvisors.com/ourprocess

Our teams traded spreadsheets for paintbrushes and showed off a more artistic side during our latest all-company outing!...
10/02/2026

Our teams traded spreadsheets for paintbrushes and showed off a more artistic side during our latest all-company outing!

We had such a great time getting creative together with a painting class from the Town.

Thank you for giving our team a fun opportunity to connect, laugh, and create something outside the office! 🎨

Address

17002 Marcy Street Suite 120
Omaha, NE
68118

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14022617089

Website

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