At United Alliance, we specialize in helping business owners, professionals,
high-net worth individuals and their families achieve their life goals.
Through a comprehensive discovery proses, we will help you identify and focus
on your unique goals and objectives and select products and programs that are
best suited to your individual situation. So talk to one of our advisors today
to keep your goal intact.
|
Protection
Using various types of insurance contracts to protect the people who
depend on you - your family and business associates - should you die
prematurely, become disabled, or suffer a long term illness.
|
Estate Planning
Preserving what you have worked so hard to build over the years with
programs that help you plan for the eventual distribution of your assets
in a tax-efficient manner. We work with established independent estate
planning lawyers to help you achieve your goal.
|
Business Planning
Designing programs that help you pass your business, intact, to the next
generation or to your associates should you retire, become disabled or
die prematurely; as well as incentive and benefit plans for your employees.
|