Through my affiliation as a Registered Principal and Investment Advisor with United Planners Financial Services. I can offer the following comprehensive services in the following areas:

Investing

  • Equities
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuities
  • Alternative Investments

Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Risk Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Asset Management Service

Insurance offered through Steve Story & Associates Inc.

  • Long Term Care
  • Fixed Annuities
  • Life Insurance

Specialized Services

  • Private Capital
  • Business Owners
  • Physicians