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What We Believe

Our Values Drive Our Business

Anyone can call themselves a “financial planner.” But any financial planning advice received from stockbrokers or insurance agents should be considered carefully. Do these agents have the best interest of your retirement savings at heart, or are they solely seeking commission?

Not to mention, they may be experts in their field but that doesn’t qualify these individuals to offer financial planning advice, especially when it comes to complex issues like your retirement planning. 

The Time Leading Up to Retirement Cannot Be Undone

Retirement is likely to be the biggest financial decision you will make in your lifetime. When it comes to planning for it, we want to be the trained professionals with decades of combined experience in the field walking you through the process.

Why Choose United?

Picture of a person representing our fee-only strategy. We put our clients needs first.Client-First Mindset

We are not swayed by commissions or sales incentives. Instead, we measure our success by the quality of life our clients’ experience throughout retirement. We achieve this by always putting the client’s needs and goals first.

Picture of a lock representing our fiduciary oathStrict Fiduciary Oath

When we took our fiduciary oath, we vowed to always act in good faith and with candor. This means we’ll be proactive in disclosing any conflicts of interests that could impact our client, and we will not accept referral fees or compensation from outside entities based on product sales.

Picture representing our decades of experience as Financial AdvisorsHigh Level of Expertise

Our decades of experience and commitment to the industry has led us to obtain several important industry designations. These include CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Enrolled Agent (EA).

Are You Nearing Retirement?

Contact Us

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