Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • 529 qualified tuition plans
  • Annuities
  • Mutual funds
  • Certificates of Deposit
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

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.

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