• He who fails to plan, plans to fail.

    Ancient Proverb

  • An investment in knowledge pays the best interest.

    Benjamin Franklin

  • Be fearful when others are greedy. Be greedy when others are fearful.

    Warren Buffett

  • The investor’s chief problem and even his worst enemy is likely to be himself.

    Ben Graham

  • The function of economic forecasting is to make astrology look respectable.

    John Kenneth Galbraith

  • The individual investor should act consistently as an investor and not as a speculator.

    Ben Graham

  • Coming together is a beginning. Keeping together is progress. Working together is success.

    Henry Ford

Services & Investments

There are many investments and services in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the investments in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of investments and services and select those that address your unique situation.

Products and services include:

  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Stocks
  • Bonds
  • ETF's
  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities*
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance*
  • Long-term care insurance* 

*Non-variable insurance products are not offered through United Planners Financial Services. 

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