Financial Planning Service

In the chaos that is our everyday lives, wouldn't it be nice to have a sound financial plan? We believe that the success of our clients will lead to the success of our relationships and our business. We like to thoroughly examine our clients complete financial picture from the ground up so that we can best understand each unique situation. Our fee based financial planning services include:

  • Creation of a financial plan - includes budgeting, short term, and long term planning
  • Debt Management - Strategies to reduce the cost of debt.
  • Risk Management - Insurance
  • Bill Management - Strategies to reduce everyday expenses and the time you spend managing and paying your bills.
  • Investment Portfolio Management - United is affiliated with some of the best local asset management firms.

For more information, contact Daniel Halperin at 312.568.5600 or click here.