Our team specializes in tax efficient wealth transfer, retirement income, investment advisory, charitable gifting strategies, financial planning, and employee & executive benefits for high-net worth families and institutions.
This information is intended for use only by residents of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Iowa, Maryland, Minnesota, New Jersey, New York, North Carolina, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, and Wisconsin.Securities-related services may not be provided to individuals residing in any state not listed above.
This information is intended for use only by residents of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Iowa, Maryland, Minnesota, New Jersey, New York, North Carolina, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, and Wisconsin.Securities-related services may not be provided to individuals residing in any state not listed above.
Services
As investment advisor representatives with United Planners, we provide independent client-centric financial solutions carefully tailored to our client's financial goals. We are thoughtful listeners, strategic thinkers, and creative problem solvers. Clients call upon us when they have challenging needs that are multi-dimensional, multi-layered and multi-faceted.
Through their partnership with United Planners, Eric and Richard are known for their commitment to providing clients with consistent and objective advice, open communication and access to a broad range of investment opportunities. Trusted relationships are developed and are seen by the high client retention rate.
As investment advisors with United Planners, Eric and Richard are thought leaders in providing retirement plan services. With years of experience and knowledge Eric and Richard are in the perfect position to quarterback your plan's design and implementation. They work with you and keep focus on the needs of participants and sponsors.
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