The Team Members of Union Financial, Inc. know planning for retirement can be a challenge.  We have a dedicated team that is set up to assist union brothers and sisters in planning for their retirement and the unexpected along the way.  Union Financial is organized under IBEW Local 965 and we have an intimate knowledge of the benefits that are provided through your locals.  We take pride in making sure everything is done right the first time.  By working with the companies of the Principal Financial Group®, we are able to help union members find a financial strategy that fits their needs and budget.  We work dilligently to make sure all clients, no matter their needs, are taken care of in an honest and professional manner.

 

 

                                                                 

 

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Can You Count on Disability Income?

Disability income insurance replaces a percentage of your salary if you should experience a disability that makes it impossible for you to continue working.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

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