EXTENDED FINANCIAL SERVICES
A Wide Range of Services to Help You Live The Life You Want
To help you make more informed and intentional financial decisions through our proprietary Personal Financial Management process, we’ve developed Extended Financial Services. These Extended Services are designed to help you act on those decisions by addressing every aspect of your financial life.
Guided By Your Financial Advisor
Through our Extended Financial Services, you gain access to a wide range of services to fit your needs across your financial life. Through national and regional partnerships with experienced professional and lifestyle service providers, we help ensure that your financial life is always working towards the life you want.
FinLife Services
HBA Wealth Personal Financial Management delivers more than conventional planning. Using our proprietary Personal Financial Management process, our financial advisors help you make clearer, informed, intentional decisions. Because when you can make better choices, you can live the life you want.
Financial Services
In addition to the traditional suite of financial services, we can connect you with third party insurance professionals, trust services and banking institutions. We also have partnerships to assist you with Medicare decisions or caring for loved ones with special needs.
Household Services
We believe that the best measure of sound financial health is more than a well-diversified portfolio. It’s the sum of the day-to-day budgeting decisions you make over time. Our financial advisors can connect you to budgeting and allowance tools, personal and business legal services, tax consulting, and office services.
Guidance Driven Risk Management
At any stage of life, insurance helps provide you confidence today and security for the future. Our experienced advisors and sophisticated insurance professionals can show you how.
- Potential tax consequences of annuities and life insurance
- Liquidity when your heirs need it most
- Evaluating your existing assets
- Insured retirement options
Retirement Planning
We tailor retirement planning services for corporate employees who would like to gain clarity about retirement plans. Our program is a specially tailored service to create personalized financial plans and strategies, so you may live the retirement you want.
Legal Disclosure:
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.
GS PFM is not affiliated with Haydel, Biel & Associates.
All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live RichlySM, We Help You Live RichlySM, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderSM, United Capital Financial Life Management®, and Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.
© 2020 United Capital Financial Advisers, LLC, a Goldman Sachs Company d/b/a Goldman Sachs Personal Financial Management. All Rights Reserved.