History
Geography
Famous People
Tools
Advice
100
The year 2005
What is the year United Capital opened?
100
United Capital Headquarters
What is Newport?
100
CEO
Who is Joe Duran?
100
Help you if you have missed an important meeting
What are the Recordings?
100
determines the way you think about money
What is the Money Mind?
200
The co-founders of United Capital
Who are Joe Duran and Pat Bommarito?
200
Home of New Belgium Brewery
What is Fort Collins?
200
CFO
Who is Gary Roth?
200
Basic Resource and Inventory Network
What is the B.R.A.I.N?
200
Tool used by couples to help determine their financial goals
What is Honest Conversations(TM)?
300
The original planning software used by United Capital
What is Financeware?
300
401(k) Institutional Management Office
What is Boston (PFE)?
300
Bob Doede
Who is Chairman of the Board?
300
Salesforce Social Media Network
What is Chatter?
300
Deliverable from Financeware that shows the client their initial plan
What is the Preliminary Financial Control Scorecard (PFCS)?
400
The philosphy with our clients
What is "ongoing advice"?
400
The home of Casey Bates and Bruce Fitzsimmons
What is New Jersey?
400
Sam Miller
Who is the Portfolio Strategist?
400
Tool used to build portfolios and calculate fees
What is the Portfolio Builder?
400
Summary of all of the client's goals and financial plan
What is the Executive Summary?
500
The first office purchased by United Capital
What is Modesto?
500
The home of Phil Jacobson and Tiffany Gordon
What is Rockford?
500
Front Office Coordinator
Who is Brenda Walter?
500
Centralization office that helps create all of your deliverables
What is the Advice and Planning Group (APG)?
500
Why we do advice
What is the consistent service model?
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