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We are a no-pressure partner, acting in your best interests and making sure you’re comfortable before we put any strategy into action.
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We base our recommendations on the facts and on years of experience in financial planning and investments. We help provide a historical perspective on what has worked (and hasn’t worked) in the past.
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unique as you.
unique as you.
Whether you’re an experienced investor, a business owner or a financial newbie, we create personalized plans and strategies that help you in achieving your financial goals.
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Financial Planning
Developing a financial roadmap that’s focused and disciplined to help you live a more comfortable life.
Investment Strategies
Making transparent, cost-effective choices that provide an appropriate portfolio mix for you.
Blog
Parents Want to Know: Will My Child Make a Good Salary After College?
With all of the cost and stress of sending children to college, parents want their graduates equipped to get high-paying jobs quickly. Find out which schools offer their children the best employment prospects with some newly available and very useful tools.
4 Ways to Evaluate a Financial-Aid Award Letter
Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package.
10 Tips for Maximizing Financial Aid
College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then contact the school directly to further negotiate a financial aid package.
360Blue Podcast
*Jonathan Popp is no longer affiliated with United Planners.