EXPERIENCE
Our team has led the development and implementation of numerous laws and regulations governing the financial markets, advised high net-worth investors, and led the development of new technologies, including one of the world’s
largest investment management products, now managing over $100B in assets.
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Planning
We invented a technology that considers millions of possible financial plan options tied not just to investment markets, but also your health, spending, and major decisions, like when to retire. This unified system of consumer finance allows us to explore combinations of financial plan decisions and market outcomes that can unlock new potential to grow wealth.
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Managing
We track changes in health, markets, and priorities to continually update and rebalance investments and financial plans to optimize our members chance of financial success regardless of what stage in life you are at. Every member also receives a budget; and United Income will initiate monthly withdrawals from investment accounts so retired members can receive a “paycheck” every month, just like when they were working.
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Investing
Using our new technology, we bring all of your major financial decisions together in one place to create truly personalized investment strategies for each member. We do this because we know that your different financial needs and goals each have different risk profiles and time horizons, which require different investment strategies.
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Living
Our members receive access to a financial advisor, but there’s more: our Full Service members also have access to a private concierge service. This team can assist with other needs from major tasks like transitioning to retirement to everyday needs like finding in-home care or lawn-care. We’re here to serve our members, make them happy,
and help bring their retirement dreams to life.
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