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