United Planners Financial Services

United Planners is an employee and advisor owned wealth management firm that provides financial planning, investment management and insurance services. Established in 1987 and adamantly not for sale, United Planners provides back-office support to independent financial advisors across the country to assist them with helping their clients manage their wealth and to plan for retirement. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its financial advisors and embraces a culture, passion and strategy that caters to the fiercely independent financial advisor community. United Planners is an open-architecture business model that offers flexible, efficient and scalable solutions to position its financial advisors for success. United Planners partners with its financial advisors to build and manage profitable businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737. United Planners is Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / Registered Investment Advisor with the Securities & Exchange Commission (SEC) / SIPC Member.