What should I consider when planning for healthcare in retirement, including Medicare?

Our team offers detailed advice on Medicare enrollment, supplemental insurance options, and healthcare budgeting. We help you understand your choices and select the best coverage for your needs, helping you find the right healthcare for your needs in retirement.

How often will I receive updates and reviews of my financial plan?

We offer regular reviews and updates to your financial plan, helping to make sure it evolves with your changing circumstances. You'll receive consistent communication and have access to our team whenever you have questions or need adjustments.

Can you help with estate planning and legacy considerations?

Yes, we provide estate planning services, helping you create a plan that is designed protect your assets, minimize taxes, and assist with making sure your wishes are honored. We guide you through the process, from navigating your assets to planning charitable contributions.

Retiring Soon

For clients retiring soon.

Manage & Protect

Securing your family's financial future.

Are you a couple years away from or thinking about retiring soon? Wondering about how to put all the pieces together to know where your income will come from once you retire?

Get in touch.

how we work

Our services are focused on you.

Preparing for retirement is an exciting yet crucial phase of life. At United Planners, we offer tailored financial strategies to help you smoothly transition into this new chapter. Our comprehensive services include planning for income, healthcare, and investments, helping to ensure that all aspects of your retirement are well managed. Our goal is to provide clarity and peace of mind, so you can confidently enjoy the years ahead, knowing your financial future is secure.

Retirement income

tax planning

estate management

investment services

Insurance services

Get in touch.

the details are important

Find out how we serve folks retiring soon.

What should I consider when planning for healthcare in retirement, including Medicare?

Our team offers detailed advice on Medicare enrollment, supplemental insurance options, and healthcare budgeting. We help you understand your choices and select the best coverage for your needs, helping you find the right healthcare for your needs in retirement.
How often will I receive updates and reviews of my financial plan?

We offer regular reviews and updates to your financial plan, helping to make sure it evolves with your changing circumstances. You'll receive consistent communication and have access to our team whenever you have questions or need adjustments.
Can you help with estate planning and legacy considerations?

Yes, we provide estate planning services, helping you create a plan that is designed protect your assets, minimize taxes, and assist with making sure your wishes are honored. We guide you through the process, from navigating your assets to planning charitable contributions.

Check the background of these investment professionals.

11350 Mccormick Road, Hunt Valley, Maryland 21031, United States

Executive Plaza 3, Suite 907

Contact Info

Phone: 410-494-1818

Toll Free: 800-949-0395

Fax: 410-494-1823

Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, member FINRA and SIPC.

Check the background of these investment professionals at BrokerCheck.

Tony Ristaino is registered to conduct securities business in AL, CA, DE, DC, FL, GA, KS, MD, MO, NC, NY, OK, PA, SC, TN, TX, VA, WV.
George Jankiewicz is registered to conduct securities business in AL, DE, FL, GA, MD, NC, NY, PA, TN, VA.
Kevin Belshaw is registered to conduct securities business in AL, GA, KS, MD, MO, PA, TX, VA.
This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced
Insurance-related services may not be provided to individuals residing in any states other than AL, CA, DE, DC, FL, GA, MD, MO, NY, NC, OK, PA, VA, WV.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
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