Investment Planning

People spend a tremendous amount of time and energy working in order to provide for their needs. Without noticing it, some people look up and have little to show for all of their hard work and effort. It is essential to focus not only on the present but to also consider future financial needs and to plan for them accordingly.

We help clients identify their financial goals and explore how to best put their money to work for them to achieve these dreams. Using appropriate investment selection, allocation, and diversification strategies we work with clients to create financial success.

Services and Products*

• Individual and Portfolio Risk Analyses
• Mutual Funds
• Investment Management
• Real Estate Investment Trusts (REITs)

*Securities and Advisory Services offered through United Planners Financial Services