Helping You Build a Confident and Successful Future

We are United Retirement Advisor Group.

We’re Here to Help

Thinking about retirement can feel hectic and stressful, like every decision you make suddenly has serious consequences. You’re creating an entirely new lifestyle based on new budgeting, adjusted resources and unlimited possibilities.

We are here to help guide you along the way and make sure you’re on the right path for retirement. Our team is uniquely built to help you understand finances, Social Security benefits, health insurance in retirement, Medicare and more. Your lifestyle and comfort are important to us, and your ability to understand and feel in control of your financial destiny is paramount to our process.

randi-taxin

Randi Taxin Retirement Income and Insurance Professional

Randi Taxin is the founder of United Retirement Advisor Group and a leader in helping women and families create spectacular retirements.

She has worked with high net worth individuals from companies such as Merck, Boeing and Johnson & Johnson to help them create their ideal retirement income strategies through the use of insurance and annuity products. Randi holds the NSSA designation and frequently speaks on topics such as women and retirement, Social Security, and how to simplify retirement income preparation. Her insights have been featured on TV in media outlets like the show “Money Matters.”

As a retirement and insurance professional, Randi can help pre-retirees who are feeling uncertain about what their financial future holds to have more confidence and stability in retirement through utilizing her proprietary retirement income distribution approach. Randi is particularly passionate about helping women successfully move into retirement, and she has helped hundreds of women build a retirement they love.

Sequence 01.00_00_06_21.Still003

Ronald Taxin Tax Attorney

A. Ronald (Ron) Taxin, a tax attorney, has been active in the income tax, financial, estate and retirement planning area for over 35 years. He is currently the tax director at the University of Delaware.

Ron has worked at large international accounting firms assisting Fortune 500 officers and high net worth individuals. During the past five years, he has advised small- to mid-sized business owners, entrepreneurs, and near-retirees on investments, tax and estate planning, and preparation for retirement.

Ron is a graduate of Lehigh University with a Bachelor of Science in accounting and finance, a Juris Doctor from the University of San Francisco and a master’s degree in taxation from Temple University School of Law.

Ron is an Investment Adviser Representative and is a member of the Pennsylvania Bar Association.

Sequence 01.00_00_06_21.Still004

Abby VickRegistered Investment Advisor

Abby Vick is a Registered Investment Advisor, the owner of Paradigm Money Management and a leading expert in empowering women to awaken to their financial potential.

As the author of Your Dream Retirement and the creator of multiple financial programs for women, including Your Dream Retirement and The Freedom Shift, Abby is passionate about helping women be financially literate in order to have options and freedom in their lives. Her insights have been featured multiple times in Insurance News Net, one of the most highly regarded industry publications.

As a financial advisor, Abby can help any woman is who seeking to take control of her finances chart a course for financial freedom and empowerment through her proprietary Dream Planning method.

tom-headshot

Thomas VickRetirement Income Planning Specialist

Tom works to help build the financial confidence of retirees and pre-retirees by creating a strong foundation of understanding and transparency. As Director of Retirement Services, Tom begins his planning with a strong, resilient foundation and then helps create a strategy designed to pursue goals in an easy-to-understand manner. He’s a second-generation retirement income specialist who cares about his client's needs the most. His expertise is in social security maximization, tax analysis, growth opportunities, and retirement income stress testing. When not at the office he’s enjoying his family of two daughters with Abby Vick.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend an educational workshop.

Schedule a Meeting
register for an educational workshop

Or give us a call at 610.688.1555