Our Process

Simplify Your Finances · Define and Achieve Your Goals

We understand life happens – individual, family, and professional needs change. This is why our team specializes in helping you simplify your finances and define and achieve your goals. We utilize a comprehensive and dynamic process that brings all the pieces of your financial life together.

Method 10®

  • Investment Planning
  • Tax Planning
  • Income Protection and Asset Preservation
  • Retirement Planning
  • Business Planning
  • Estate Planning
  • Insurance Planning
  • Education Planning
  • Debt Management
  • Special Situations

Method 10® is a systematic process of discovery, analysis, and application of wealth care planning tools designed to help you resolve the ten crucial wealth care issues you are likely to face. We help you arrive at a comprehensive picture of your financial situation and work to make sure you are covering each element of Method 10® that pertains to you.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bwillcox@unionfinancial.com | 918.627.2500