We help choose products and services with the goal of wealth creation and protection in mind.
We offer access to products and services such as:

WEALTH CREATION:

- Stocks
- Bonds
- Mutual Funds
- FDIC-Insured CD's
- IRA's
- Money Market Funds
- Tax-Advantaged Investments
- Annuities
- College Funding Plans
- Custodial Accounts
- Dividend Reinvestment
- Estate Planning
- 401K, 403B, & IRA Rollovers
- SEP's and Simples
- Systematic Investments

WEALTH PROTECTION:

- Term Life Insurance
- Whole Life Insurance
- Disability Life Insurance
- Accidental Death (AD&D) Insurance
- Long Term Care

Investment products do not guarantee wealth creation.

 

Securities offered through United Planners Financial Services, Member: FINRA, SIPC. 
Advisory services offered through CAPITAL DIMENSIONS. Capital Dimensions and United Planners are not affiliated.
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The registered UP representative associated with this site may only discuss and/or transact
securities business with residents of the following states:
Florida, Georgia, North Carolina, California, Illinois, Maryland, Montana, Oregon, Arkansas, Tennessee, and Vermont.​
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