As investment advisors with United Planners, we provide independent client-centric financial solutions carefully tailored to our client’s financial goals. We are thoughtful listeners, strategic thinkers, and creative problem solvers. Clients call upon us when they have challenging needs that are multi-dimensional, multi-layered and multi-faceted.
Serving as a client's trusted advisor in all matters financial, we are able to be both transactional and fee-based depending on the needs of the client. We believe clients should choose how to compensate us for our services. Our advisors and staff have combined experience of over 100 years of experience in working with clients’ financial portfolios. Because we are not owned by a bank, wire house, or insurance company, our independent ownership structure allows us to make recommendations that are in our client’s best interest.