Personal Services

Financial Services 

  • Individual Qualified Traditional IRA                                                               
  • Individual Qualified Roth IRA
  • Non-Qualified Investment Accounts
  • Mutual Fund Portfolios to match Goals and Objectives
  • Alternative Investment Options 
  • Banking Services through our Platform
  • Tax Loss Harvesting solutions
  • Security Backed Line of Credit Solutions
  • Annuities for defined income layers
  • Asset MAP Planning - Financial Picture on 1 page 
    • Get Started with a secure Discovery link:
  • Social Security Analysis (Free)
  • Pro-Active Tax Planning Analysis through Holistiplan
  • Life, Disability, and LTC products to meet specific needs


Contact us today to learn how we can help you.


*Please note United Planners and its representatives do not provide tax advice.