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:  https://app.asset-map.com/i/ZaPBwBjd
• 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.}