Financial and Investment Planning. UnionAdvantage’s primary service model is a cost effective fee-based program not driven by sales quotas or proprietary products. There are no hidden fees.

Our cost effective fee-based program offers unique benefits. Because our fees are based upon a percentage of assets under management, clients can remain confident that all recommendations are made in their best interest.

We…

• Listen to your values and concerns,
• Consider your risk tolerance, goals, and investment experience,
• Create a financial plan that fits your unique needs and objectives,
• Monitor and adjust your plan as your needs change.

(See “Our Four-Step Process” )