Planning Services
Financial Planning
Financial planning is part art, part science and mostly follow-through! It requires the clarity of vision to help you define your financial goals, the discipline to set forth a plan of action and the diligence to maintain and improve it with time. Univest offers all the tools and expertise necessary to help you approach your personal financial planning in an effective, successful manner. Several advisors are Certified Financial Planners.
Estate Planning
Estate planning is one of the most important and complex tasks you’ll ever undertake. But estate planning is something most people would rather not think about, because it reminds you that one day, you, well, you know! Estate planning is much more pleasant with a trusted advisor who is committed to your family’s future security. A long-term relationship with a qualified advisor will go far in helping your family keep more money when you are no longer in the picture. But estate planning is about more than money. Univest can help you with everything from crafting a will that anticipates and answers potential problems to addressing goals you have today for a charitable giving legacy tomorrow. With our integrated approach that includes investment management, insurance, planning and guidance, Univest is uniquely qualified to help you protect your family, preserve your assets and define your legacy. Contact a Univest representative for more information.
Education Planning
The cost of college and graduate school is so high now, many students anticipate paying off student loans well into middle age. To make sure your children don't face that burden requires planning from their earliest years. Your Univest advisor can help you save with a balance of Education IRAs, 529 College Plans, Uniform Gifts to Minors and trusts to ensure that you'll be ready to pay for college when your children are ready to go.
Contact us today for a free no-obligation consultation. For more information or to speak to a Senior Financial Advisor, email, call 215.721.8356 or visit any one of our convenient Financial Service Centers located throughout Bucks and Montgomery Counties.