Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning
- Retirement Planning (IRA, Roth IRA, SEP IRA, and more!)
- Investment Advisory Services
- Full-service Brokerage
- Mutual Funds
- Tax Deferred Annuities (Fixed Annuities, Variable Annuities)
- Company-sponsored Retirement Plans
- 401(k), Safe Harbor 401(k), Simple 401(k)
- Profit Sharing Plan, Defined Benefit Pension Plans
- Simple IRA, SEP IRA
- College Savings Plans
- 529 College Savings Plans
- Coverdell Education Savings Accounts
- UGMA/UTMA Accounts
- And more!
Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisors.
Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
United Tax & Financial Services and the above firms are independent and non-affiliated.
IMPORTANT: Electronic mail sent through the internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy’ or “sell” a security or to conduct any other financial transaction may not be honored.