CLIENT ACCOUNT ACCESS
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How does United Capital view the future of the industry?
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Resources:
Fiscal Cliff - Are You Prepared? - Mark Chmielewski brings you the whitepaper, Fiscal Cliff- Are You Prepared, with insight into the fiscal cliff and its impact
The New York Times shares why United Capital is a new financial revolution in financial management. Read the article.
What's Your Money Mind™? Every financial decision is based on you preconceived way of thinking. Discover your Money Mind™
Key Financial Data 2013. Download the PDF for important financial information regarding taxes into the new year.
Fiscal Cliff Scorecard. Download your Fiscal Cliiff Scorecard and keep track of the major issues at play in the fiscal cliff debate.
Welcome
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Mark Chmielewski CIMA®
Managing Director
Mark has worked in the Financial Planning industry for over 25 years. He attended the nationally renowned Wharton School of Business at the University of Pennsylvania and received the prestigious Certified Investment Management Analyst, CIMA® designation. He is on the Investment Oversight Committee for the City of St. Petersburg and also the President's Associates Board at Eckerd College.
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"Our job is to help our clients avoid big losses and protect profits. The problem is that many people lack a coordinated financial plan and are taking more risk than they need to. Part of our ongoing planning process, known as Honest Conversations, identifies your long term goals and provides unique solutions that manages your risk accordingly.
You can’t build a house without a well-thought-out blueprint. It is the same with your finances, which is where the Honest Conversations exercise comes in. I invite you to explore our website, get educated, and contact one of our experienced financial advisors to start planning your financial life today."
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