Richard K. Shields, Jenna R. Thornton and David Broyles are registered representatives offering securities through United Planners Financial Services. Member FINRA/SIPC Investment advisory services are offered through Synergy Financial Group of Arizona, a Registered Investment Advisory Firm in the state of Arizona. United Planners does not provide tax or legal advice. United Planners and Synergy Financial Group of Arizona are independent companies. This communication is strictly intended for individuals residing in AZ, CA, HI, MT, PA, UT, & VA.. No offers may be made or accepted from any resident outside of AZ, CA, HI, MT, PA, UT, & VA. Content copyright 2013. Synergy Financial Group of Arizona. All rights reserved.