Are you tired of feeling like your hard-earned wealth is constantly under threat? As a successful business owner, you’ve worked tirelessly to build your wealth. But with increasing taxes, market volatility, and the complexity of financial planning it often feels like you’re fighting an uphill battle. And you might be feeling frustrated by the endless stream of conflicting advice, overwhelmed by the thought of market downturns, and anxious about the impact of taxes eroding your savings. If so, you’re not alone.
EMPOWERMENT • INSPIRATION • FINANCIAL SUCCESS
Welcome to
Unity Wealth Strategies
How We Help Bring Your Dreams
Into Reality
At Unity Wealth Strategies, it all starts with you. What do you really want? Let’s have a deep-dive heart-to-heart consultation. No sugar-coated stories, just cold hard truths. There is a reason after having so many advisors you’ve landed in our orbit. So, let’s get real this time. If you can paint a picture of what you’d like to ideally see happen, let’s make that a reality. And if you aren’t clear yet, that’s OK. We’ll talk through it & crystallize your goals together.
CEOs/Founders
High-Net-Worth Entrepreneurs
Solopreneurs
Executives
Here’s the Hard Truth
Most traditional financial strategies weren’t designed with your unique challenges in mind. They offer generic solutions that fail to protect your wealth, leaving you vulnerable to market shifts and tax burdens. At Unity Wealth Strategies, we understand that you need more than just a cookie-cutter approach—you need a strategy that’s as unique as your journey.
Imagine a future where your wealth is shielded from market volatility, protected from excess taxes, provided with contractual guarantees, and can pass seamlessly to the next generation bypassing probate.
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Our Process:
The P.R.O.T.E.C.T. Framework
Financial mastery is a craft. A craft that can secure futures. A craft that can build legacies. At Unity Wealth Strategies, we believe that wealth is more than just numbers on a page. It’s the life you’ve built, the dreams you’ve nurtured, and the security you seek for those you love. And that’s where UWS comes in. We empower you to protect and grow your wealth. We design strategies that help ensure your legacy endures. We guide you to greater financial peace of mind, using the P.R.O.T.E.C.T. Framework:
- P – Personalization
- R – Reliability
- O – Optimization
- T – Trust
- E – Expertise
- C – Comprehensive
- T – Tranquility
P
Personalization: Tailored financial strategies that fit your unique life and goals.
R
Reliability: Consistent, proven methods to help safeguard your assets and ensure growth.
O
Optimization: Maximizing your wealth potential with tax-efficient strategies and guaranteed income streams backed by the financial strength of the institutions providing them.
T
Trust: Building long-term relationships based on honesty, transparency, and mutual respect.
E
Expertise: At Unity Wealth Strategies, we collaborate with a trusted network of CPAs, Attorneys, and other financial professionals, bringing 98+ years of combined experience in wealth management, estate, and legacy planning. Our handpicked partners work seamlessly with UWS to provide you with comprehensive, expert guidance.
C
Comprehensive Planning: Our holistic approach is designed to consider every aspect of your financial life.
T
Tranquility: Our commitment is to deliver peace of mind by helping ensure your financial future is secure and your legacy is preserved.
At Unity Wealth Strategies, we know it’s not just about managing your wealth; it’s about ensuring that you and your loved ones can live the life you’ve envisioned, free from financial stress and uncertainty.
Let’s start a conversation that could redefine your financial future.
As a successful business owner, we know high taxes are a significant pain point. We can help you optimize your tax-planning strategies with unique and proven solutions tailored to business owners.
You’ve built wealth, now you must diversify your portfolio. We can work with you to put a solid plan in place to help provide income and produce asset growth with protection from market risk.
We provide guidance on insurance coverage, risk management, estate planning strategies, and business succession solutions to help protect you, your family, your employees, and your business.
Don’t leave your legacy to chance. Having an estate plan in place can optimize the wealth that your loved ones receive and protect the business you’ve worked so hard to build.
Do you plan to work forever? What if you can’t? Would you like to sell your business, or create a way for key people to afford to buy you out? Let’s talk about your business succession plan.
Ultimately, our goal is to provide you with safety, security, stability and peace of mind by helping you achieve your financial objectives and protect your wealth.
Neetu Prabhu
Founder & CEO
”My life is not about me anymore. It’s all about making a difference."
— Neetu Prabhu
Resources for You
The articles on our blog are designed to help business owners understand some of the financial concepts that can help you in your pursuit of wealth, saving money on taxes, retirement, succession planning, and many other topics. Be sure to bookmark it and come back regularly!
What People Say About Neetu Prabhu
Are You Ready to Get Started?
Let’s connect! Our initial consultation is completely free and without obligation. We are known for radically transforming people’s financial trajectories for good. Simply call us at 512-739-4309 or fill out this form and we will reach out to you to set up a time.
