There are many financial products in the market, and so choosing the ones that meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts*
  • 529 qualified tuition plans*
  • Annuities*
  • Mutual funds*
  • Certificates of Deposit*
  • U.S. Treasuries Securities*
  • Group retirement and savings plans*
  • Simplified Employee Pension Plans*
  • Qualified Retirement Plans*
  • Other retirement savings plans designed specifically for employee groups*
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

*Securities offered through United Planners Financial Services



Managing Your Finances

From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.