Unified Legacy Advisors

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 clie

nts 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.

🎉 Happy Fourth ULA Anniversary, Spencer! 🎉We are excited to celebrate Spencer's fourth year with Unified Legacy Advisors...
06/20/2026

🎉 Happy Fourth ULA Anniversary, Spencer! 🎉

We are excited to celebrate Spencer's fourth year with Unified Legacy Advisors! As an Investment Advisor Representative in our Omaha office, he is deeply committed to serving our clients and guiding them with confidence through their retirement planning journey. 💼✨

It’s hard to believe he’s already been part of the ULA family for 4 years — time flies when you have great teammates! We are so grateful for his dedication, care, and the impact he’s made.

Thank you for all of your hard work, Spencer! We’re lucky to have you on the ULA team! 🙌❤️

⛳ Don’t forget to sign up for the upcoming ULA Golf Outing!We’re looking forward to a fun day on the course and would lo...
06/18/2026

⛳ Don’t forget to sign up for the upcoming ULA Golf Outing!

We’re looking forward to a fun day on the course and would love to have you join us.

Spaces are limited, so be sure to reserve your spot soon.

Sign up here: www.golfgenius.com/ggid/ulaopen26

06/18/2026

We’re excited to welcome Ryan Larsen to the Unified Legacy Advisors team!

Ryan is joining ULA as our newest Associate and will play an important role in supporting our advisors, clients, and day-to-day planning process.

We’re grateful to have him on board and excited for our clients to get to know him.

Welcome to ULA, Ryan!

06/18/2026

Please join us in welcoming Michael Smith to Unified Legacy Advisors!

Michael joins ULA as an Investment Advisor Representative, where he will help clients navigate important financial decisions and build retirement strategies aligned with their goals, values, and long-term vision.

We’re excited to have Michael as part of the ULA team and look forward to the impact he will make in serving our clients and their families.

Welcome to the team, Michael!

Legacy planning is about more than documents and account balances, it’s also about values, stories, and the people you c...
06/17/2026

Legacy planning is about more than documents and account balances, it’s also about values, stories, and the people you care about most.

Having thoughtful family conversations early may help provide greater clarity, reduce potential misunderstandings, and give loved ones a better understanding of your wishes.

In our latest blog, we discuss how to begin meaningful legacy conversations, including:

• Why starting early matters
• How to focus on values before finances
• Simple conversation starters for families
• Ways to preserve family stories and traditions
• When to involve trusted professionals

Read the full blog here -> www.unifiedlegacyadvisors.com/blog

Please join us in congratulating Cheryl and her horse, Sly, on completing a NATRC ride at Hillsdale Lake in Kansas!Chery...
06/15/2026

Please join us in congratulating Cheryl and her horse, Sly, on completing a NATRC ride at Hillsdale Lake in Kansas!

Cheryl and Sly rode 16 miles on both Saturday and Sunday while navigating veterinarian checks, pace timing, and trail obstacles that tested fitness, control, and horsemanship. From backing around trees to moving sideways and navigating water crossings, this event required patience, skill, and a strong partnership between horse and rider.

Congratulations, Cheryl and Sly, on a wonderful accomplishment!

Waiting until December to think about Roth conversions may limit your flexibility.A Roth conversion can be a valuable pl...
06/10/2026

Waiting until December to think about Roth conversions may limit your flexibility.

A Roth conversion can be a valuable planning strategy for some retirees and pre-retirees, but timing matters. Starting the conversation earlier in the year may provide more opportunities to evaluate tax brackets, Medicare implications, market conditions, and long-term retirement goals.

In our latest blog, we break down:
• Why year-end Roth conversions can create challenges
• How earlier planning may improve flexibility
• Key tax and retirement considerations to evaluate
• Common Roth conversion questions retirees ask

Read the full blog here -> www.unifiedlegacyadvisors.com/blog

06/08/2026

Happy Birthday, Michael!

Planning for retirement doesn't have to be overwhelming.We've recently added new educational guides and resources to our...
06/04/2026

Planning for retirement doesn't have to be overwhelming.

We've recently added new educational guides and resources to our Resource Library covering topics in retirement.

Whether you're preparing for retirement or already retired, these tools can help you make more informed decisions as you plan to retire fearlessly.

Browse our Resource Library here: www.unifiedlegacyadvisors.com/resource-library

Retirement planning is not something that happens all at once. The decisions you make 10 years out can look very differe...
06/03/2026

Retirement planning is not something that happens all at once. The decisions you make 10 years out can look very different from the ones you make in your final year before retirement.

Our latest blog breaks down key retirement planning milestones at:
• 10 Years Out
• 5 Years Out
• 1 Year Out

From Social Security and healthcare planning to withdrawal strategies and estate considerations, taking a phased approach can help create a more organized retirement strategy.

Read the full blog -> www.unifiedlegacyadvisors.com/blog

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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