Financial Planning
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Our services range from planning, to long-term investing and everything in between. With solutions tailored to meet your unique goals, we’ll work together to develop a brighter financial future.
Financial Planning Services
First and foremost, we listen to you. Our advisors pay close attention to your financial goals and will work with you to develop a plan for your future.
Our specialized services include:
- Financial
- Investment
- Pre/Post-Retirement
- Education
- Estate, Tax and Trust
Investment Services
We offer comprehensive solutions outside of in-house offerings. Because we do not sell proprietary products, there is no pressure to meet sales goals, allowing us the freedom to customize your investment plan.
This plan includes:
- No Proprietary Products
- Investment Savings Programs
- Personalized Strategies
Insurance Coverage
We’ll help you find affordable coverage that meets your individual financial and insurance needs.
Our services focus on:
- Life Insurance
- Tax-Deferred Annuities
- Long-Term Care Insurance
Advisory Services for Business
Our LPL financial advisors provide a wide range of flexible and comprehensive investment services that support both single- and multiple-employee corporations.
- Retirement plans
- Buy/sell policies and key man insurance
- Support for employee enrollment and investment suggestions
- Assistance negotiating contracts with TPA and other service providers or ERISA compliance support
Contact a Financial Advisor
Contact us via the form below.
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United Community (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Community and United Community Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Community Advisors, and may also be employees of United Community. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Community or United Community Advisors. Securities and insurance offered through LPL or its affiliates are:
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