United Brokerage Services provides both Client and Financial Professional Sales support. We are an Independent Marketing Organization that provides case design, product training, and competitive investment products direct from the insurance companies to offer you top contracts available. It is our mission to help create, keep and pass on wealth through service and integrity. We continually introdu
ce new and innovative financial strategies to the market place. Not only do we provide unique investment products, we offer the tools and the concepts necessary to succeed. works with financial professionals and clients on concepts relating to retirement and estate planning. We help identify their financial goals and implement a program to achieve these goals. In addition, we support our clients through three phases: First, we assess, analyze and evaluate all pieces of their financial picture and develop a financial plan with a strategy. Second, we support in the implementation and execution of the plan we have agreed upon. Third, we continue to monitor and track their financial plan. We use our independent status to gain access to what we think are the best products in the marketplace to achieve our clients objectives. We offer Wealth Transfer strategies, Legacy Building solutions, Asset Accumulation, Retirement and Income Planning. Most importantly, we are independent, so we can offer an unlimited array of financial products that fit your needs. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. and the above companies are independent and non-affiliated.
