Broker Check

Our Services

Our Areas of Experience Include:

  • Individual Planning
  • Estate Planning
  • Business Planning
  • Employee Benefits
  • Retirement Planning
  • Financial Consulting
  • Investment Strategies and Management

Individual Planning

When you retire it will not matter what you have earned. What will matter is how much you have saved! At United Professional Advisors we pride ourselves on commitment to our clients. We offer professional guidance in a number of areas.

Insurance planning: Life, Disability and Long Term Care

We are an independent firm that offers products from various insurance carriers. We want to be able to offer the product that serves your needs. It is our belief that one insurance carrier can’t meet all needs of all clients. Products such as life and disability insurance help create a strong foundation to a financial plan.

Accumulation Planning: We are able to assist in a variety of areas; to not only establish new plans but to assist in the coordination of your total asset allocation…including:

  • IRA’s
  • Tax Sheltered Annuities
  • CD’s
  • Money Market Funds
  • Education Planning
  • Annuities
  • Mutual Funds

Estate Planning: There are many definitions of Estate Planning. One such definition: The process aimed at accumulating and retaining wealth and disposing of it according to your wishes. Most people work a lifetime accumulating an Estate, but only a few spend a few moments setting up a plan to preserve it. Our professional understanding of the tools and vehicles used to help transfer assets is the key in Estate Planning.

  • Common Estate Plans:
  • Will
  • Do Nothing
  • Joint Ownership
  • Gifting Assets
  • Beneficiary Transfers
  • Trusts: Revocable and Irrevocable


With our years of experience we have helped to create sound Estate Plans for our Clients.

Let us share our ideas with you.


Business Planning

Businesses today face unique problems and opportunities such as:

  • Pension Planning,
  • Specialized Owner/Executive Planning,
  • Employee Benefits Planning.

United Professional Advisors can help address these areas in a coordinated way. We pride ourselves on personal service, commitment and experience.

Pension planning: In today’s world, having a retirement plan is a critical component in every employee benefit package. Whether you employ 2 or 2,000, we have a retirement savings plan to meet the needs of both you and your employees. These include:

  • 401(k) plan
  • Simple IRA
  • Simple 401(k)
  • SEP-IRA,
  • 401(k) Safe Harbor
  • Profit Sharing
  • Money Purchase
  • Defined Benefit
  • 403(b) Tax-sheltered Annuities
  • New Comparability Plan

To satisfy each client’s unique requirements, United Professional Advisors provides customized financial strategies. We can help you select the right plan and options for your particular needs.

Specialized Owner / Executive Planning: A non- qualified supplemental executive benefit plan can give you a competitive edge in recruiting and retaining productive, talented employees. These plans complete traditional employee benefits. These include:

  • Buy-Sell Planning
  • Key Person Planning
  • Deferred Compensation
  • Executive Bonus Plan
  • Split Dollar
  • Disability
  • Succession Planning
  • Estate Conversion
  • VEBA Trusts
  • Education Seminars for Employees
  • Section “303”
  • Supplemental Executive Retirement Plans

Employee Benefits Planning:

  • Health Insurance
  • Group Life
  • Group Disability
  • Cafeteria Section 125 Plans