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Do you want to know how your personal biases affect your financial decision making?  Click Here to Find Your Money Mind®  

Corporate Financial Education

Companies in increasing numbers are seeking assistance in providing employee financial education through in-office seminars and one-on-one advice. Learn more about how United Capital advisers have helped national companies, such as Marriott Hotels, offer signature services.

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United Capital

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Terry Swhela and Chris Battreall discuss the Honest Conversations® process as part of their holistic approach to financial planning. Click here to read the article in Contentment Health magazine.