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Financial Planning

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Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning


  • Retirement Planning (IRA, Roth IRA, SEP IRA, and more!)
  • Investment Advisory Services
  • Full-service Brokerage
  • Mutual Funds
  • Tax Deferred Annuities (Fixed Annuities, Variable Annuities)
  • Company-sponsored Retirement Plans
  • 401(k), Safe Harbor 401(k), Simple 401(k)
  •  Profit Sharing Plan, Defined Benefit Pension Plans
  •  Simple IRA, SEP IRA
  • College Savings Plans
  • 529 College Savings Plans
  •  Coverdell Education Savings Accounts
  • UGMA/UTMA Accounts
  •  And more!



Advisory services offered through Legend Advisory or Lincoln Investment, Registered Investment Advisors.

Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.

United Tax & Financial Services and the above firms are independent and non-affiliated.


IMPORTANT: Electronic mail sent through the internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy’ or “sell” a security or to conduct any other financial transaction may not be honored.

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