Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved