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Who We Serve

Who Is a Typical United Client?

We believe it is never too early to start planning for retirement. So while we work with interested clients at many stages of life, our expertise is best utilized in helping clients nearing retirement age with $250,000 or more in investable assets.

Let’s see if we are the right fit for you.

Are you...

40+ years of age?

Interested in delegating financial responsibilities?

Focused on protecting loved ones?

Firmly interested in index investing?

Ready to enjoy your retirement?

Let's Talk

Contact Us

You Work Hard to Earn a Living, We Work Hard to Protect It.

No matter what profession you are in, deaccumulation is inevitable. While our clients are diverse in nature, they all have one goal in mind: a comfortable retirement. We work with hard working professionals in a number of fields including:

Financial Industry Experts

Business Owners & Executives

First Responders


Medical Experts

Legal Professionals


Real Estate Professionals

Tech Field Professionals

Our clients have worked for industry-leading companies including: