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.