For working professionals.

supporting your journey

Guiding you toward financial security.

At United Planners Financial Services, we understand the unique challenges working professionals face when balancing career success and financial planning. Whether you’re managing income growth, planning for the future, or navigating complex benefits packages, we’re here to offer clear, reliable guidance. Our team works with you to create a personalized plan that aligns with your current situation and long-term goals, helping to ensure that you’re well-prepared for every stage of life.

Get in touch.
how we work

Make the most of your hard-earned income.

 From managing investments to planning for retirement, our approach helps to make sure you’re in control of your finances. With our guidance, you can confidently navigate key decisions like saving for major life events, preparing for retirement, and managing your wealth.

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maximize income growth
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plan for retirement
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manage complex benefits
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invest with confidence
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save for life goals
Get in touch.
our process

Get to know how we work.

01  Discovery

In our first meeting, we learn about you—your goals, and how you envision your investments working for you. It's about understanding your needs to serve you better.

02  Strategy

We craft a long-term strategy tailored just for you, outlining a clear plan designed for sustained success. This phase focuses on creating a path that aligns with your unique financial goals.

03  Execution

Putting your strategy into action with ease and efficiency is our goal. Through continuous communication and our dedicated team, we ensure the process is smooth and straightforward.

04  Optimization

By continually optimizing your financial strategy, we aim to ensure it remains effective. We respond quickly to life changes or market shifts, adapting your plan as needed.

Our mission

At United Planners, our mission is to empower clients with independent, results-driven advice. Our wealth advisors prioritize your unique needs, delivering personalized strategies free from quotas or affiliations. We take a holistic approach, integrating every aspect of your financial life to create robust plans designed to thrive in diverse market conditions.

Have more questions?

  • How can I balance saving for retirement while managing day-to-day expenses?

    We help you create a balanced financial plan that prioritizes both your current needs and future goals. By optimizing your budget and identifying savings opportunities, we aim to ensure you’re building your retirement fund without compromising your day-to-day lifestyle.

  • What should I do with my employer’s benefits package?

    We’ll guide you through the complexities of your benefits package, helping you make the most of your options, including 401(k) contributions, health savings accounts, and stock options. Our goal is to ensure your benefits are fully aligned with your overall financial strategy.

  • How can I invest wisely with limited time to manage my portfolio?

    We offer tailored investment management services that align with your risk tolerance and long-term goals. With our support, you can feel confident that your investments are working for you, even when you’re focused on your career.