Broker Check

Products & Services

We provide assistance in the following areas:

Investments*

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning*

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

*Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America .Member FINRA/SIPC. Gotta Retirement Services, Inc. and United Planners are not affiliated