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Individual Insurance and Financial Planning

 

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

Unison is your dedicated counselor

When it comes insurance and financial planning there are a lot of places to go, a number of different people to talk to and endless resources to utilize.  You may be asking yourself where to start and who to trust.
You have come to the right place.

At Unison, our goal is to help you find solutions that fit your needs.  Whether you are in search of the right health insurance coverage, you are interested in saving for your child's education, you feel its time to get a life insurance policy, or you need retirement planning guidance, Unison can help.  Our individual insurance specialist and our financial planner can work with you to uncover your current needs and your future goals.  We find a solution for you today and get you headed down a path for tomorrow. 

The Unison Advantage
Our specialists are not affiliated with any one service provider or carrier.  As independent consultants, we can focus on finding the right product and service specific to you.  You can trust that we are 100% on your side and your advocate in the marketplace.  At Unison, you get a dependable counselor and a trusted advisor with only your best interest in mind. 

How can Unison can help you?   
Unison's specialists are availalble to help you with any of the following insurance and financial planning needs: 

 

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Securities and advisory services offered through KMS Financial Services, Inc.  Member SIPC/FINRA.  Unison Inc. is not an affiliate of KMS Financial Services, Inc.  This site is for infomational purposes only and is not an offer to sell or a soliciation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intented for you. 

 

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