who we serve
We specialize in helping clients create the
prosperous and
fulfilling financial future that they deserve.
United Planners Financial Services is a firm that puts you first. We take a holistic approach, prioritizing the unique needs and challenges of every person we client. Here are the people who we serve best:
the United Planners advantage
Guidance you can trust.
At United Planners, our strength lies in our commitment to building lasting financial security for our clients. We combine deep industry expertise with a personalized approach, helping to ensure that your financial plan is not only sound but also aligned with your life goals. Our clear, straightforward advice empowers you to make confident decisions, and our steadfast support designed to help make sure you’re never alone on your financial journey.
what we do
Here are our service offerings.
Estate Planning
Our advisors partner with professionals to help you to create a plan that preserves your legacy and is designed to ensure your assets are distributed according to your wishes. Our goal is to provide peace of mind for you and your loved ones.
Retirement Income
Our retirement income planning specialists help you choose the strategy that suits your needs, whether through portfolio-based withdrawals or income-guaranteed annuities. We’re here to help ensure you have a reliable income stream for your retirement.
Financial Planning
Our financial planning team collaborates with you to create a comprehensive plan that aligns with your life goals. We assist in everything from budgeting to retirement insurance needs to long-term savings, helping you prepare for the future.
Investment
Our investment management team designs and manages portfolios tailored to your risk tolerance and financial goals, so you can feel confident that your investments are working to secure your future.
Charitable Giving
Make a lasting impact with thoughtful charitable giving. We guide you in creating a giving plan that aligns with your values and maximizes your contributions, helping to ensure your generosity leaves a meaningful legacy.
Tax Planning
George Jankiewicz can work with you to develop strategies that help minimize your tax burden while maximizing your financial potential. Tax planning is provided independently of United Planners Financial Services of America.
