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.

Are you retiring with a complete plan, or just a portfolio?Investments are important, but retirement planning also invol...
09/02/2026

Are you retiring with a complete plan, or just a portfolio?

Investments are important, but retirement planning also involves creating income, managing taxes, preparing for healthcare costs, and protecting the legacy you hope to leave behind.

Read our latest blog to learn why having a collection of accounts is not always the same as having a coordinated retirement strategy.

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

Help us give back to the communities we’re proud to serve! ❤️Unified Legacy Advisors is hosting a Food Drive, and we’re ...
09/02/2026

Help us give back to the communities we’re proud to serve! ❤️

Unified Legacy Advisors is hosting a Food Drive, and we’re inviting our clients, friends, and community to join us in supporting local families in need.

Bring your nonperishable food donations to our office during the drive and help us fill the shelves.

Every donation can make a difference.

Dates: Tuesday, September 1st-Tuesday, September 29th
Drop-Off Locations:
Omaha office- 17002 Marcy Street, Ste. 120, Omaha, NE
Lincoln office- 3401 Village Drive, Ste. 208, Lincoln, NE

When a business owner is preparing to sell or has recently sold a business, people often come to us because much of thei...
09/01/2026

When a business owner is preparing to sell or has recently sold a business, people often come to us because much of their financial future may depend on the decisions they make with the proceeds.

We help them coordinate the sale with their retirement income, investment, tax, healthcare, and legacy goals so the value they created can support the life they want next.

Want to see how Unified Legacy Advisors can help you? Go to www.unifiedlegacyadvisors.com/ourprocess or call 402-261-7089.

When someone receives an inheritance, people often come to us because they are unsure how to manage the assets, what tax...
08/28/2026

When someone receives an inheritance, people often come to us because they are unsure how to manage the assets, what tax considerations may apply, and how the inheritance should fit into their existing financial plan.

We help them evaluate their options, organize inherited accounts and property, consider potential tax implications, and create a thoughtful strategy that supports their retirement, family, and legacy goals.

Confused about where to begin with an inheritance? Go to www.unifiedlegacyadvisors.com/ourprocess or call us 402-261-7089.

Help us give back to the communities we’re proud to serve! ❤️Unified Legacy Advisors is hosting a Food Drive, starting o...
08/28/2026

Help us give back to the communities we’re proud to serve! ❤️

Unified Legacy Advisors is hosting a Food Drive, starting on Tuesday, September 1st and going through Tuesday, September 29th and we’re inviting you to join us in supporting local families in need. Every donation, big or small can make a difference.

Bring your nonperishable food donations to either of our office and help us come together to support our community.

Let’s fill the shelves and give back together!
Omaha supporting: COPE in Elkhorn, NE
Lincoln supporting: Foodbank of Lincoln

September is a great time to take the next step toward a more confident retirement. Join us for one of our upcoming educ...
08/27/2026

September is a great time to take the next step toward a more confident retirement. Join us for one of our upcoming educational workshops covering important topics such as Social Security, taxes in retirement, retirement income, and more.

View the September workshop schedule and reserve your seat today: www.unifiedlegacyadvisors.com/events

Would you rather experience a market downturn at the beginning of retirement or later on?The answer may have a bigger im...
08/26/2026

Would you rather experience a market downturn at the beginning of retirement or later on?

The answer may have a bigger impact on your retirement plan than you think.

Even two retirees who earn the exact same average return over time can end up with very different outcomes depending on the order in which those returns occur. This is called sequence of returns risk, and it's an important part of retirement income planning.

Check out our latest blog to learn how timing, withdrawals, and market performance can work together throughout retirement. Read our blog here-> www.unifiedlegacyadvisors.com/blog

08/25/2026

🎉 Happy Birthday, Ryan! 🎉

We’re excited to celebrate Ryan and another great year! We’re grateful for everything he brings to the ULA team and hope his day is filled with plenty of fun, good food, and time with the people who matter most.

Help us wish Ryan a very happy birthday!

Your retirement income plan should not ignore taxes.Join Unified Legacy Advisors for an educational Taxes in Retirement ...
08/25/2026

Your retirement income plan should not ignore taxes.

Join Unified Legacy Advisors for an educational Taxes in Retirement workshop designed to help retirees and pre-retirees better understand how taxes may affect their retirement income, withdrawals, Social Security, and long-term planning.

Space is limited, click the link below to secure your spot. -> www.unifiedlegacyadvisors.com/events

08/25/2026

Happy Birthday, Kyra!

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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