Our Services

While developing a customized financial program, we will walk you through a step-by-step collaborative  process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We will meet with you on a regular basis to keep you advised and make adjustments as needed. We are happy to review and recomend following products and services:


  • Fee Based Investment management
  • Independent Investment reviews
  • 401(k) and 403(b) review and management
  • Retirement planning and strategies 
  • Estate conservation
  • Review of Insurance and annuites
  • Tax return preparation*
  • Tax planning*


*United Planners does not provide tax advice.  Tax services are provided independently by Gary M Gilbert and Associates LLC.