We provide assistance in the following areas:

INVESTMENTS*

• Single K
• Bonds
  
• Common Stock
  
• Educational IRA
  
• Traditional IRA
  
• Roth IRA
  
• SEP IRA
  
• Simple IRA
  
• Brokerage Accounts
  
• Treasury Bills
  
• Government Securities
  
• Treasury Notes
  
• Variable Annuity
  

FINANCIAL PLANNING*

• Retirement Plans
• Tax Plans
  
• 401 (k) Planning
  
• 403 (b) Planning
  
• College Plans
  
• Estate Plans
  
• Money Purchasing Plans
  
• Profit Sharing Plans
  

INSURANCE

• Disability Income Insurance
• Life Insurance
  
• Long Term Care Insurance
  

* Securities Investments and Financial Planning Services are offered through United Planners Financial Services