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.

A white background with a few lines on it
Retirement income
A white background with a few lines on it
tax planning
A white background with a few lines on it
estate management
A white background with a few lines on it
investment services
A white background with a few lines on it
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.