Broker Check

Our Services

Financial Planning is the foundation for client recommendations. Once we have completed the planning process, we will work with you to match your unique needs with the most appropriate products and solutions while helping you evaluate your choices and make the best decisions possible. Whether the objective is related to your family or business, we provide a wide selection of investment vehicles and insurance options for you to choose from.

Our services include the following:

  • Comprehensive financial plans
  • Cash flow planning and budgeting
  • Insurance planning, including health, life, disability, long-term care*
  • Income tax planning
  • Estate planning
  • Retirement planning
  • College planning strategies
  • Investment planning
  • Investment management
  • Small business retirement plans and employee benefits
  • Coordination with your other professional advisors — attorneys, bankers, CPAs, insurance agents

*Non-variable insurance products are not offered through United Planners.

All investing involves risk and there is no guarantee that any strategy will be successful.