Ideal Advisor

United Planners focuses on selecting the “Ideal Advisors” for this Firm.  We choose to build lasting relationships with the successful, client-centric advisors that embrace our culture. 
 
The “Ideal Advisor” is:
A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first.  They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry.  They value our vision, mission and culture.  They are trusted partners who work collaboratively with their fellow partners.