Angela Ashley, founder and CEO of Unique Investment Advisors.

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+1-480-805-0970

9633 S 48th St #130, Phoenix AZ 85044

info@uniqueinvestmentadvisors.com

Beyond the 401k Business Planning Workshop

Beyond the 401k Business Planning Workshop

Hello,  I wanted to personally invite you to our Beyond the 401k: Advanced Business Planning Strategies Workshop. I’ll be hosting this lunch and learn workshop in my office on Wednesday, October 25th from 11:00am-1:00pm. As always, we’ll provide lunch, drinks and eye-opening education.  Please let me know if you’ll be able to join us. Seats are […]

The Kai-Zen® Plan: Supplementing Your Future

Retirement planning is a crucial aspect of financial management, as it enables individuals to secure their financial well-being during their golden years. One approach gaining attention in recent years is the Kai-Zen® retirement plan. Derived from the Japanese concept of “kaizen,” which means continuous improvement, the Kai-Zen® plan emphasizes a proactive and iterative approach to building […]

Defined Benefit Pension Plans

Understanding Defined Benefit Pension Plans

In an era of financial uncertainty, retirement planning has become a critical concern for individuals worldwide. One popular retirement savings vehicle is the defined benefit pension plan. The following aims to provide a comprehensive understanding of defined benefit plans, including their features, advantages, and challenges. By exploring the intricacies of these DB plans, readers will […]