Resources

Here are some useful resources to help you:

Client Log-ins

Useful Websites

TAXES:

Government Agencies:

News:

Calculators

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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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