Unified Legacy Advisors

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Unified Legacy Advisors We want you to Retire Fearlessly. At Unified Legacy Advisors, we understand the power of planning for Today’s Life and Tomorrow’s Legacy.

We strive to create solutions that bring our clients’ dreams to fruition while they’re living, while creating a powerful legacy that will last beyond their years. With our partners, we are unified in our mission to make a difference for individuals, families, businesses and charities everywhere. We want to share our expertise and understanding with like-minded advisors who seek to serve their clients through trust and collaboration. Whether you’re looking for a case consultation or long-term partnership, we’re open to new opportunities. Contact us to discuss how we can team up to make a difference for your clients.

Worried about making the wrong Social Security decision? Join us to learn what to consider before you file and how Socia...
10/26/2026

Worried about making the wrong Social Security decision? Join us to learn what to consider before you file and how Social Security fits into your overall retirement plan.

Register here: www.unifiedlegacyadvisors.com/events

🎉 Celebrating 5 Years with Mandy Roberts! 🌟Please join us in wishing a happy 5th ULA Anniversary to our Director of Stra...
10/25/2026

🎉 Celebrating 5 Years with Mandy Roberts! 🌟

Please join us in wishing a happy 5th ULA Anniversary to our Director of Strategic Initiatives, Mandy Roberts!

Mandy plays a pivotal role at ULA — from coordinating major projects to designing workflows and helping bring new initiatives to life. She has a unique ability to bring clarity to complex ideas and keep our team moving forward.

One thing everyone knows about Mandy: she’s relentless in her pursuit of answers. If something needs to be solved, she’s on it — researching, testing, and finding the best path forward. Her curiosity and problem-solving mindset make a meaningful impact across our entire organization.

Mandy, thank you for five incredible years at ULA. We appreciate all you do and look forward to many more years of innovation and progress together! 🙌❤️

Join us for one of our upcoming workshops covering important topics like Social Security and taxes in retirement.Whether...
10/22/2026

Join us for one of our upcoming workshops covering important topics like Social Security and taxes in retirement.

Whether you’re nearing retirement or already there, these sessions are designed to help you better understand your options and what to consider next.

Register here: www.unifiedlegacyadvisors.com/events

More risk doesn’t always mean a better retirement plan.As retirement approaches, an overly aggressive portfolio can crea...
10/21/2026

More risk doesn’t always mean a better retirement plan.

As retirement approaches, an overly aggressive portfolio can create added pressure—especially when market declines happen at the same time you’re relying on your investments for income.

Our latest blog explores why the right level of risk matters and what retirees should consider when balancing growth, income, and long-term stability.

Read the full article: www.unifiedlegacyadvisors.com/blog

Taxes don’t stop when retirement begins.Withdrawals, Social Security, Roth conversions, and required distributions can a...
10/20/2026

Taxes don’t stop when retirement begins.
Withdrawals, Social Security, Roth conversions, and required distributions can all affect your tax picture.

Planning ahead can help you better understand the potential tax impact of your retirement income decisions. Want to learn more: www.unifiedlegacyadvisors.com

10/16/2026

Happy Birthday, Brett!

Retirement is about more than choosing your final day of work.Before you retire, it is important to review how your inco...
10/14/2026

Retirement is about more than choosing your final day of work.

Before you retire, it is important to review how your income, investments, taxes, healthcare, and legacy plans will work together. Our latest blog walks through five key areas to consider before making the transition.

Read the full article: www.unifiedlegacyadvisors.com/blog

Social Security can feel simple until you start comparing claiming ages, spousal benefits, and taxes. We’ll help make th...
10/13/2026

Social Security can feel simple until you start comparing claiming ages, spousal benefits, and taxes. We’ll help make the decisions easier to understand.

Register here: www.unifiedlegacyadvisors.com/events

Saving for retirement is only part of the plan.The next challenge is creating an income strategy designed to support you...
10/12/2026

Saving for retirement is only part of the plan.
The next challenge is creating an income strategy designed to support your lifestyle throughout retirement.

A thoughtful plan can help you understand where your income will come from and how your savings can work together over time. Want help with your plan? www.unifiedlegacyadvisors.com/contact

We’re excited to congratulate Spencer Adams on earning his Certified Financial Fiduciary® (CFF) designation!This achieve...
10/09/2026

We’re excited to congratulate Spencer Adams on earning his Certified Financial Fiduciary® (CFF) designation!

This achievement reflects Spencer’s continued commitment to professional growth and to serving clients with care, integrity, and a fiduciary mindset.

Please join us in congratulating Spencer on this well-earned accomplishment! 🎉

Address

17002 Marcy Street Suite 120
Omaha, NE
68118

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14022617089

Website

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