United Planning Group

Description

• United Planning Group and its affiliates form a comprehensive planning organization, dedicated for more than 30 years to helping you preserve and protect your hard-earned wealth.We start by educating our customers on their various estate planning options. Once you understand these options, United Planning Group provides you with the best possible resources for crafting a plan that not only meets your objectives, but does so in the most cost-effective, efficient manner possible. After your plan is implemented, United Planning Group helps to ensure that it remains effective throughout your lifetime, and ultimately delivers the end-result you desire. United Planning Group accomplish these goals through a variety of methods, including one-on-one meetings, educational literature, and access to a menu of products and related services. United Planning Group's principles of professionalism, quality work, value, and service have made our company what it is today. Through our delivery of knowledge, resources and service, United Planning Group have assisted literally tens of thousands of people, helping them put into place solid, well-thought-out plans that both accomplish their goals and do so with a minimum of strain and expense on them and their loved ones.Ultimately, an estate plan that is well-designed and well-executed will mean more for your children and grandchildren, and less to often-avoidable taxes and other expenses. At United Planning Group, we are committed to assisting you with your estate planning needs.
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  Headquarters:6710 Professional Parkway West Suite 305, Sarasota, Florida, United States

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  Phone Number: +1 877-937-9998

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  Website: https://www.unitedplanninggroup.com

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  Employees:5

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  Revenue:$0 - 1M

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  Legal Name:United Planning Group

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• |  NAICS Code: 541110  |

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