Your Goals. Our Mission.

We specialize in helping individuals build smart, sustainable retirement strategies tailored to their goals & lifestyle. Our approach is personal & hands-on. We take the time to educate our clients, simplifying complex topics like investing, insurance, estate planning & wealth preservation so you can focus on what truly matters.

We understand the challenges of retirement in today’s world, especially the concern of outliving your savings. That’s why our strategies go beyond investment management to address the full picture of your financial well-being.

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Investments

Build & grow your portfolio with tailored strategies to help you grown & protect your wealth.

Financial Planning

Create a roadmap for retirement, taxes, college funding & long-term goals.

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Specialized Services

Tailored solutions to safeguard your assets & seamlessly pass your wealth to future generations.

Our focus is on preserving & protecting client assets, minimizing taxes, meeting current & future income needs while providing for the seamless distribution of wealth to future generations, including planning to finance the care of special needs individuals.

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This new service supports clients seeking tax planning & preparation, bookkeeping, payroll, accounting & business advisory services. It offers the convenience & strategic alignment of integrating financial planning & tax strategy under one roof.

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Protect what matters most with customized insurance solutions for every stage of life.

Explore your Medicare options & find the coverage that best fits your health, lifestyle & budget.

We offer long-term care insurance, whole-life insurance, term-life insurance & survivorship life insurance. We also offer Medicare supplement insurance plans. We can offer insurance to individuals, business owners, small businesses, pension & profit sharing plans, trusts, charities/foundations & organizations.

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Client Appreciation Events

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Through NATC, United Capital Trust offers a full suite of trust services that will enable you to pass on a financial legacy to your loved ones or to your chosen charitable organizations. The benefits that United Capital Trust provides to you are:
- Protection against disability
- Helps you control your wealth transfer after your death
- Addresses unique needs of family members
- Avoids the probate process and allows for an orderly succession of assets to your loved ones
* United Capital Trust and National Advisors Trust Company, FSB are not affliated with SA Stone Wealth Management Inc.

United Capital Trust is a Trust Representative Office of National Advisors Trust Company, FSB (NATC), a nationally chartered trust company. The Office of the Comptroller of the Currency (OCC), an agency of The United States Government, has granted NATC its charter and is the regulatory agency that has the governing authority over how it performs its fiduciary duties and responsibilities to trust beneficiaries. By law, client trust account assets are segregated from the capital assets of the trust company, ensuring trust accounts are never subject to potential creditor claims.

As a Trust Representative Office of NATC, the Trust Relationship Managers of United Capital Trust are able to provide you and your trust account beneficiaries, the one-on-one five-star high quality of service that you have come to expect from us; and following your death, United Capital Trust’s Trust Relationship Managers will continue to provide objective, responsive service that is dedicated to serving the best interest and needs of your trust account beneficiaries. United Capital Management of KS, Inc. will continue to monitor the trust account portfolio both during your life and following your death.