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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Unified Legacy Advisors

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United States
Omaha, NE
Unified Legacy Advisors

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We want you to Retire Fearlessly. At Unified Legacy Advisors, we understand the power of planning for Today’s Life and Tomorrow’s Legacy.

We strive to create solutions that bring our clients’ dreams to fruition while they’re living, while creating a powerful legacy that will last beyond their years. With our partners, we are unified in our mission to make a difference for individuals, families, businesses and charities everywhere. We want to share our expertise and understanding with like-minded advisors who seek to serve their clients through trust and collaboration. Whether you’re looking for a case consultation or long-term partnership, we’re open to new opportunities. Contact us to discuss how we can team up to make a difference for your clients.

11/03/2026

A legacy plan is about more than documents.
It’s about making sure the people you care about know your wishes, understand the plan, and have guidance when they need it most.

Planning ahead can help make a difficult time a little easier. Learn more today at www.unifiedlegacyadvisors.com/ourprocess

10/30/2026

10/29/2026

Healthcare can be one of the biggest unknowns in retirement.
Medicare choices, out-of-pocket costs, prescriptions, and long-term care can all affect your plan.

Thinking through these costs ahead of time can help you prepare for the unexpected. We can help look at your plan, contact us at www.unifiedlegacyadvisors.com/contact

10/28/2026

Taxes can look very different in retirement. Roth conversions, required distributions, Social Security, and withdrawals can all affect your tax picture.

Join us this November for our Taxes in Retirement Workshop and learn what to consider before retirement.

Register here: www.unifiedlegacyadvisors.com/events

10/28/2026

Social Security can be an important part of your retirement income, but did you know some of your benefits may be taxable?

Retirement account withdrawals, pensions, investment income, and even tax-exempt interest can all affect how much of your Social Security is included in taxable income.

Our latest blog explains how the rules work and why Social Security should be considered alongside the rest of your retirement income and tax strategy.

Read the full article: www.unifiedlegacyadvisors.com/blog

10/28/2026

Happy Birthday, Spencer!

10/27/2026

You may have a retirement income plan, but have you thought about the taxes that come with it?

Join us for our Taxes in Retirement Workshop this November to learn about common tax considerations and strategies that may help you plan ahead.

Register here: www.unifiedlegacyadvisors.com/events

10/27/2026

Happy Birthday, Rebecca!

10/26/2026

Worried about making the wrong Social Security decision? Join us to learn what to consider before you file and how Social Security fits into your overall retirement plan.

Register here: www.unifiedlegacyadvisors.com/events

10/25/2026

🎉 Celebrating 5 Years with Mandy Roberts! 🌟

Please join us in wishing a happy 5th ULA Anniversary to our Director of Strategic Initiatives, Mandy Roberts!

Mandy plays a pivotal role at ULA — from coordinating major projects to designing workflows and helping bring new initiatives to life. She has a unique ability to bring clarity to complex ideas and keep our team moving forward.

One thing everyone knows about Mandy: she’s relentless in her pursuit of answers. If something needs to be solved, she’s on it — researching, testing, and finding the best path forward. Her curiosity and problem-solving mindset make a meaningful impact across our entire organization.

Mandy, thank you for five incredible years at ULA. We appreciate all you do and look forward to many more years of innovation and progress together! 🙌❤️

Address

17002 Marcy Street Suite 120
Omaha, NE
68118

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+14022617089

Website

https://unifiedlegacyadvisors.com/

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