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Our Services

Through our affiliation as Investment Advisory Representatives of United Planners Financial Services, Member FINRA/ SIPC we offer the following services:


Financial planning and investment management for individuals, institutions and businesses.

Services 

Investment Management
Financial Planning
Estate Planning
Insurance Analysis
Social Security Analysis
Education Planning
Retirement Income Planning
Life Insurance
Long Term Care Insurance
Disability Insurance


Investments

Actively managed models
Stocks
Bonds
Mutual Funds
ETFs
Socially Responsible Investing
Annuities
Non-Traditional Investments

Accounts

Retirement 
     Traditional IRA
     Rollover IRA
     ROTH IRA
     Plans for Small Businesses  
Non-Retirement
Education
Donor Advised Funds
Trusts
Endowments
Corporate