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| Individual Financial Planning |
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Interested in talking with one of our specialists? Email us to start discussing all of your insurance and finacial planning needs.
Individual Insurance Specialist
Leif Peterson
Finanical Advisor
Want to talk to a live person today?
Call us at 952.927.8997 |
For individuals looking to plan for the future:
Unison is your trusted advisor
Unison's Financial Advisors specialize in helping individuals take control of their financial future through the process of planning, personalized service and prudent risk management. We can help you assess your current situation and develop a financial strategy that is customized for your needs. From strategies to grow and protect your assets to ensuring your do not outlive those assets, we can help you make informed decisions to help you stay on track with your goals.
Unison Advantage
Unison's Mission is to help you achieve the level of quality of life that you desire. Planning for your future goals is a personal process and no single solution works for everyone. At Unison, our Financial Advisors take a close look at your specific needs and develop a personalized strategy just for you with a suite of comprehensive personal planning services. Your Unison Financial Advisor helps you through each step of the financial planning process and is there to provide you guidance as you work toward your goals.
How can a Unison Financial Advisor help you?
We offer a suite of individual insurance and finacial planning products and services. Please email Unison's Financial Advisor, Leif Peterson, for more information or call 952.345.2302.
- Personal Life Insurance
- Personal Disability Insurance
- Long-term Care Insurance
- Annuities
- Mutual Funds
- IRAs and Roth IRAs
- Education Funding
- Retirement and Income Planning
- Retail Brokerage
- Fee Based Financial Planning and Managed Account Services
- Business Planning for Employers and Business Owners
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