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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Lee Topley, Managing Director-Retirement Plan Consulting Group, spoke with John Sullivan at the Fi360 Conference about Unified Trust's fiduciary status and how the firm helps participants achieve better outcomes.

Monika Hubbard, Institutional Retirement Plan Consultant for Unified Trust, discusses the financial challenges that Gen Xers often face and how employer sponsored retirement plans can help overcome those challenges.


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.