As an Investment Advisory Representative of United Planners, I understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
Because most of my clients are retirees with similar concerns, I feel that I am in the best position to approach such challenges with experience and skill. Most of my clients lack the time, the desire, or the experience to manage their investment portfolios. I consider it an honor and a privilege to help make sound investment decisions that will contribute to a secure future.
I have made a commitment to excellence in everything I do. My goal is to exceed my client’s expectations at all times.
IMPORTANT CONSUMER INFORMATION:
This information is intended for use only by residents of AR, AZ, CO, KS, LA, MO, NC, OK, TN, and TX. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than LA, NC, NE, TN, TX.