Owner Advisory Group provides strategic planning services. Investment advisory services and insurance are offered through Unity Financial Planning Group, a Registered Investment Advisor. Employer-sponsored retirement, deferred compensation, and group benefit plan advisory and implementation services are provided through Unity Enterprise Solutions.
Unity Financial Planning Group and Unity Enterprise Solutions are affiliated entities operating within the same corporate organization, each serving distinct regulatory and advisory functions creating significant efficiencies.
Retirement Plan Advisory & Implementation
Unity Enterprise Solutions provides employer-sponsored plan advisory and implementation services, including retirement plans, deferred compensation arrangements, and group benefit strategies. For business owners integrating these strategies within their companies, this platform supports plan design, coordination, and ongoing oversight aligned with The PAID Method™ wealth architect system.
Registered Investment Advisor
Unity Financial Planning Group is a Registered Investment Advisor through which investment advisory services are provided. When appropriate, portfolio management, investment strategy implementation, and advisory services are coordinated to reflect the priorities established through The PAID Method™.
Insurance-based strategies may also be implemented through appropriately licensed channels when risk management planning calls for it.
Coordinated — Not Consolidated
Clients are not required to utilize affiliated entities in order to engage in The PAID Method™. Many business owners retain existing advisors, and our role is to lead coordinated collaboration with outside investment managers, insurance providers, CPAs, and attorneys.
When implementation is facilitated through affiliated Unity entities, it is designed to ensure alignment, efficiency, and continuity—not to disrupt trusted relationships unnecessarily.
Disclosure
Owner Advisory Group provides strategic planning services. Investment advisory services and insurance solutions are offered through Unity Financial Planning Group, a Registered Investment Advisor. Employer-sponsored retirement, deferred compensation, and group benefit plan advisory and implementation services are provided through Unity Enterprise Solutions.
