A collection of resources to help you on your financial journey.

Financial Resource Center

The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.

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With all the 401(k) rollover options available, it's hard to know what's best for your money. Senior Retirement Plan Consultant, Diana Jordan, spoke with PLANADVISER about Unified Trust's Managed Rollover Solution and the new Rollover Wizard.

Fiduciary Investment Advisor, Billy Lanter, discusses some limitations to the "Mega Backdoor Roth" and describes which type of taxpayer might be best suited to take advantage of this strategy.


In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.


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Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.