Unified Legacy Advisors Email Format
Financial ServicesNebraska, United States11-50 Employees
Unified Legacy Advisors operates in the financial services sector with a focus on retirement planning. The firm pursues a comprehensive approach that includes protecting existing assets, managing current holdings, and estimating future cash flows and investments. Asset protection is treated as a fundamental element of a retirement plan, reflecting clients' savings and home equity. The practice is a small to midsize firm. In addition to investment planning, Unified Legacy Advisors offers Long-Term Care and Life Insurance services. Advisory services are provided through The Patriot Financial Group, LLC, doing business as Unified Legacy Advisors, with offices in Omaha and Lincoln, Nebraska.