603 Village Blvd Suite 302, West Palm Beach, FL

Personal Financial Planning Services

Financial Planning Services

Whether you’re planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. Our advisors will help you create a customized roadmap to help hit your financial target.

Full-Service Brokerage through Lincoln Investment

Our financial professionals help clients plan and invest strategically in their futures with a variety of options—all tailored for their individual needs, including:

  • Retirement Planning: Company-Sponsored Retirement Plans, 401(k), Safe Harbor 401(k), Simple 401(k), Profit Sharing Plan, Defined Benefit Pension Plans, Simple IRA, and SEP IRA
  • Tax Deferred Annuities (Fixed Annuities, Variable Annuities)
  • UGMA/UTMA Accounts
  • Mutual Funds
  • College Savings Plans & 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • And More!

Investment Advisory Services

Thinking about investing or wanting to manage your current investments? Our advisers help individual and business clients with a full array of planning tools.

Financial Services Disclosures:

Advisory Services offered through Lincoln Investment, or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. United Tax & Financial Services LLC and the above firms are independent and non-affiliated.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.  When you link to any of these websites provided here, you are leaving this site.   We make no representation as to the completeness or accuracy of information provided at these sites.  Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.  When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.

Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

Get started with your personal financial planning today by calling us at (561) 242-0568!

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United Tax & Financial Services
Phone - 561-242-0568
Fax - 561-242-7997
Email - Send a Message

Main Location

603 Village Blvd Suite 302 • West Palm Beach, FL 33409

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