Couples & Families

All couples and families have unique needs and goals. We help you find the best way to save and invest for your unique goals. From moving in together, buying a house, getting married or starting a family. Discover how Unity Group Financial helps couples and families just like you.

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Financial advise for couples and families

Financial advice for couples and families

Taxes and income

Wondering if your finances are structured to make your income stretch as far as possible as a couple or as a family? We can help you uncover new opportunities to save.

Saving for a house or education

Discover the best way to set money aside for large investments in your future. Build a plan to save for a downpayment on a house, your child’s education and more.

Retirement planning

Not sure how much you need to retire or want to learn how soon you could retire as a couple? Build an attainable plan for retirement that works for you.

Book your 15 minute consultation

You’re busy, so we’ll keep it quick.

Hear what other couples and families have to say

Jim & Lila Testimonial

We are extremely pleased to have found someone whom we feel is giving us solid advice backed by knowledgeable information regarding current market affairs and also tax implications which could affect our portfolio. We feel that he understands where we stand financially right now and were we want to go in preparing for our future.

– Jim & Lila

Dawn Testimonial

Cooper’s expertise in financial planning and investment guidance has helped our family navigate impossible challenges through Covid market instability. Responsible planning, regular communication and genuine interest in our future is the foundation Unity Group Financial has used to help us build wealth for retirement, and fund our daughters’ education.

– Dawn

Paul & Cathy Testimonial

We really like how Unity Group makes us feel comfortable discussing our financial situation and needs. Also we appreciate that you will explain things in a way that the average person can understand and that you are very patient when you have to explain the same thing several times!! We like that you are flexible on meeting us in our home as well as your office. Also you make us feel confident in your knowledge of the financial planning field.