Unified Legacy Advisors

🎉 Happy First ULA Anniversary, TJ! 🎉

We are excited to celebrate TJ’s first year with Unified Legacy Advisors! As an Associate in our Omaha office, he works behind the scenes to prepare every client meeting with care and attention to detail. ✨

It’s hard to believe he’s already been part of the ULA family for 1 year — time truly flies when you have teammates like him. We are incredibly grateful for his dedication, professionalism, and the impact he makes every day.

Thank you for all of your hard work, TJ! We’re lucky to have you on the ULA team!

🏈 Husker Football is Better Together!

Join us for our upcoming ULA Husker Watch Party at Pitch Pizzeria in Village Pointe! We’ll have food, drinks, plenty of Husker spirit, and a great crowd ready to cheer on the Big Red.

Space is limited and spots are first come, first served—RSVP to save your seat!

🌽 GBR!
https://form.jotform.com/262154983729166

Could one Social Security decision reduce your retirement income for years to come? Many retirees claim benefits without fully understanding how timing, taxes, and spousal benefits may affect their long-term plan. Join us for our upcoming Social Security workshop to learn how to avoid common mistakes and make a more informed decision.

Register here: www.unifiedlegacyadvisors.com/events

Are you retiring with a complete plan, or just a portfolio?

Investments are important, but retirement planning also involves creating income, managing taxes, preparing for healthcare costs, and protecting the legacy you hope to leave behind.

Read our latest blog to learn why having a collection of accounts is not always the same as having a coordinated retirement strategy.

Read the full article -> www.unifiedlegacyadvisors.com/blog

Help us give back to the communities we’re proud to serve! ❤️

Unified Legacy Advisors is hosting a Food Drive, and we’re inviting our clients, friends, and community to join us in supporting local families in need.

Bring your nonperishable food donations to our office during the drive and help us fill the shelves.

Every donation can make a difference.

Dates: Tuesday, September 1st-Tuesday, September 29th
Drop-Off Locations:
Omaha office- 17002 Marcy Street, Ste. 120, Omaha, NE
Lincoln office- 3401 Village Drive, Ste. 208, Lincoln, NE

When a business owner is preparing to sell or has recently sold a business, people often come to us because much of their financial future may depend on the decisions they make with the proceeds.

We help them coordinate the sale with their retirement income, investment, tax, healthcare, and legacy goals so the value they created can support the life they want next.

Want to see how Unified Legacy Advisors can help you? Go to www.unifiedlegacyadvisors.com/ourprocess or call 402-261-7089.

When someone receives an inheritance, people often come to us because they are unsure how to manage the assets, what tax considerations may apply, and how the inheritance should fit into their existing financial plan.

We help them evaluate their options, organize inherited accounts and property, consider potential tax implications, and create a thoughtful strategy that supports their retirement, family, and legacy goals.

Confused about where to begin with an inheritance? Go to www.unifiedlegacyadvisors.com/ourprocess or call us 402-261-7089.

Help us give back to the communities we’re proud to serve! ❤️

Unified Legacy Advisors is hosting a Food Drive, starting on Tuesday, September 1st and going through Tuesday, September 29th and we’re inviting you to join us in supporting local families in need. Every donation, big or small can make a difference.

Bring your nonperishable food donations to either of our office and help us come together to support our community.

Let’s fill the shelves and give back together!
Omaha supporting: COPE in Elkhorn, NE
Lincoln supporting: Foodbank of Lincoln

September is a great time to take the next step toward a more confident retirement. Join us for one of our upcoming educational workshops covering important topics such as Social Security, taxes in retirement, retirement income, and more.

View the September workshop schedule and reserve your seat today: www.unifiedlegacyadvisors.com/events