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Our Clients

We aspire to preserve our clients wealth for future generations and charitable causes, to deliver financial independence to our carefully chosen clients and their communities in which they live and serve.












(ages 45 through 60)



Comprehensive Tax, Business and Financial Planning


Disciplined process for helping entrepreneurs solve complex financial goals



 (ages 30 through 55)


Customized Financial and Investment Planning Services


Risk mitigation and growth driven investment strategies


High Net Worth families/executives at or near retirement

High contact client engagement and service model


Team based deep understanding of your needs

 *United Planners and its representatives do not provide tax or legal advice.