Our Services
When you work with us, we take you through our customized, step-by-step process designed to create a strategy that will give you confidence in your decisions. We do this by,
- Identifying your goals
- Analyzing your resouces
- Recommending products designed to protect against risk
- Selecting investment options*
- Implementing the strategy once you understand and agree with the recommendations
- Having annual review meetings to assess your path and make changes as needed
*Securities offered through United Planners