Resource Library

To make it easier for our clients to find answers and stay informed, we’ve created a Resource Library filled with helpful tools and educational materials. Here you’ll find step-by-step videos, downloadable guides, and helpful PDFs designed to walk you through common questions and processes—from accessing your accounts to understanding important financial topics. Our goal is to provide clear, easy-to-use resources so you can quickly find the information you need, whenever you need it.

• Ibexis: https://ibexis.com/policyholder-portal-instructions
• American Life: American Life Login Instructions

We have created Retirement Countdown Checklists, this is for when you are 10, 5, and even a year out from retirement to better equip you with the tools and resources you need prior to a Fearless Retirement. Click on -> 10-Year Retirement Countdown Checklist Click on -> 5-Year Retirement Countdown Checklist Click on -> 1-Year Retirement Countdown Checklist

Our resource provides a step-by-step guide to help you stay organized, make informed financial decisions throughout each stage of the divorce process. Click on-> Navigating Your Finances After Divorce

Not all portfolios are built the same. Our Active vs. Passive Investing guide explains the approaches we use and how they may work together to support your long-term goals. Click on-> Passive vs. Active Investments

Our Long-term Care Planning resource outlines key considerations and available options to help you evaluate potential care needs and make informed financial decisions for the future. Click on -> Planning for Long-Term Care

Steps to help safeguard what you've worked hard to build. Click on-> Protecting Yourself from Financial Scams in Retirement

Our Survivor's Checklist is an organized guide to help families navigate the financial and administrative steps that follow the loss of a loved on. Helping to bring more structure during an otherwise overwhelming time. Click on-> Survivor's Checklist. 

Your first meeting with Unified Legacy Advisors is a relaxed, no-pressure conversation focused on getting to know your goals, concerns, and retirement timeline. We’ll help you understand where you stand today and whether our Retire Fearlessly GPS® process may be a good fit.