United Planners Financial Services

Successful long-term investing relies on experienced advisors, tools, and the ability to manage the unexpected.

By approaching compliance as a strategic opportunity rather than a regulatory burden, advisors can successfully navigate the maze and build a stronger practice.

Transitioning to a new broker-dealer is a decision that should be made with a great deal of consideration and due diligence.

More female-owned RIAs are gaining market share every day, and women are increasingly filling leadership positions.

Dale Buckner, CFP, is not your average advisor.

When it comes to financial planning, having an advisor who can connect clients with other resources can make all the difference.

There’s a natural partnership between financial advisors and CPAs.