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

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

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