Last Updated: Nov 14, 2024

We provide assistance in the following areas:

INVESTMENTS*

  • Single K
  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

FINANCIAL PLANNING*

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

INSURANCE

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

* Securities Investments and Financial Planning Services are offered through United Planners Financial Services 

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