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Welcome to the Family

We are excited to have you become a member of our family.  We want to encourage you to take control of your future by Setting a New Direction that we believe will help you Build Wealth & Finish Strong

Risk Disclosures

 One The performance of the 401kWealthPlan strategy may vary significantly from equity market returns as it will recommend that you reduce or eliminate your equity investments in times of stock market uncertainty. 
Two The strategy is designed for help limiting losses during normal market declines, and may not adjust to severe short term spikes upward or downward in the equity and bond markets. 
 Three  This is an investment strategy that recommends investing in equity markets which may lose money and performance is not guaranteed.
 Four There is no assurance that the strategy will outperform broad market indexes.
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United Capital Financial Advisers, LLC's web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt.  United Capital provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. United Capital is not a broker dealer and does not offer tax or legal advice. Please consult your tax adviser or legal counsel for assistance with your specific needs.  *United Capital Financial Partners, Inc., is the parent company of United Capital Financial Advisers, LLC, and its affiliates.

Fraudulent websites (phish or spoof websites)  We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is an official website of United Capital, United Capital Financial Partners, Inc. and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with United Capital.

Third-Party Websites  Some links on this website will direct you to third-party sites. United Capital is not responsible for the content or information provided by these third-party organizations.

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