Broker Check

About Us

Professional Services Include Investment Management*, Portfolio Management*, Risk Management* and Financial Planning*. The following is a partial list of our areas of specialty.

Life Insurance

Life insurance is about managing risk. Risk can be assumed, ignored, or transferred to a risk bearer. By asking questions and listening to their answers, we help clients select appropriate products and services to help them achieve their personal, business and financial objectives.

Retirement Plans

We offer access to full qualified retirement planning services, including plan design, and administration. At retirement, our representatives assist clients in determining how to receive their retirement benefits, in order to address their retirement concerns.

Business Continuation1

We design, implement, and provide funding alternatives for business continuity and/or succession plans to help protect the business against premature death or disability. By providing business valuation services, tax-deferred funding vehicles for buy/sell agreements and succession plans, we help our clients' businesses both today and tomorrow.

Estate Planning Strategies1

We can help you protect what you've worked a lifetime to build by showing you strategies for increasing your assets, reducing your taxes and assuring that your estate is distributed according to your wishes.

Communication

Among the most important aspects of any relationship is communication. We place a great deal of emphasis on the importance of making sure our clients are involved in, understand, and support the process by which we address their personal, business and financial needs.

Investment Services*

We recognize the commitment and responsibility involved in providing investment services. That's why we listen closely to our client's needs and concerns, and deliver quality service that corresponds to their unique objectives. A wide range of financial products can be utilized to help meet these goals along with asset allocation services through United Planners.

Disability

Through some of the country's leading disability providers, we help clients design and implement appropriate personal and business disability insurance plans that help replace income which is lost due to an accident or illness.

Long-term Care

We can help you protect yourself and your retirement assets by providing you with access to many high-quality long-term care insurance providers. We also have access to riders which, when attached to a life insurance policy, help provide protection against the costs of a terminal, chronic or critical illness. Long-term care protection should be a key component of any estate planning strategy.

1 Registered Representatives of United Planners do not offer tax or legal advice. For advice concerning your own situation, please consult with your tax or legal advisor.

Minimum Fee for Initial Meeting*
None Required

Minimum Net Worth Required*
$250,000

Compensation Method*
Asset based fees hourly or fixed fees, commissions (insurance and investments)