Unified Legacy Advisors,

11422 Miracle Hills Drive, Omaha, NE 68154

"After my father passed Mike and his team took fabulous care of my mom. My brother and I have both moved over to ULA as well...... Great group of people, very helpful - HIGHLY recommend!"

"My husband and I have been working the past 3 years with Mike, Seth and Blake. It was the best decision we made. In 2020 I was trying to decide whether to retire and the best year. They met with us several times walking through the complex projections and tax implications. I officially retired on July 1st, 2023 based on the these projections, the enhanced security I had, and the fact that they are very responsive to my questions and concerns."

"We attended a retirement seminar earlier this year with Mike, Seth and Blake and decided to meet with them. Felt they understood our needs and questions as we head in to retirement . There was no pressure or sales pitches. Have been very pleased with their services and feel secure in our decision."

"Excellent financial advisors. They are detailed in their explanations of investment strategies and the retirement process--including social security, Medicare-marketplace, and tax planning. We felt very safe and secure having them invest for our future. We know they will be there to answer any and all questions that may arise in the future. We trust them as we navigate into retirement."

"TRUST. It is the necessary component to have when you invest in a financial advisor. This small independent office is exemplary at explaining the complex choices and navigation for retirement including social security, heath insurance (medicare & marketplace), legacy considerations and tax planning. Not overbearing or high pressure. They are not interested in pressuring you to become a client. They want you to "feel" the fit. They have never missed an annual review to check and adjust our plan. Attend one informational event....you will feel comfortable in trusting the expertise they offer."