UnionState Investments


Set a Goal. Create a Plan. Make it Happen.

It’s impossible to overestimate the importance of saving for your future. But, as you might already know, getting advice or assistance from an investment advisor is just the beginning. It’s a critical first step, but really is just the first.

Next comes discipline, perseverance, and commitment. It’s not enough to set a goal and create a plan. You have to stick with it. Follow through. Make it happen.

Just as with anything that requires commitment and discipline, it’s always good to havfinfe a partner working with you. Think exercise. The chance of you reaching your goal increases dramatically when you have someone to motivate you, challenge you, and make you do what you need to do.

UnionState Investments does more than just advise. We partner. We encourage. We support. We help you stick to your plan and reach your goals. We’re not just interested in selling you some investment products and then saying “good luck with that.” Nope. We’re with you for the long haul. Because we’re in this together. And we don’t succeed unless you do.

Products & Services

Legacy Planning

Portfolio Management

Retirement & Estate Planning

 529 Plans

401(k), Profit Sharing, Retirement Plans


UnionState Financial Advisor