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United Investment Planning: Retirement, Wealth Management, Insurance

find investment products and services

preserve your investments and your future

Learn about investment planning and start your strategy today.

Put your financial plan in motion. United Investment Planning Professionals offer access to investment and insurance products and services to help make anything possible. Come see us and let’s talk about your options.

Find investment and insurance strategies that help you make sense of a complex financial world.

Check the background of the investment professionals associated with this site on FINRA's BrokerCheck.

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Learn more about investments and insurance strategies by looking through the LPL Financial site, attending webinars, or meeting United Investing Planning Professionals.

Meet the Financial Professionals

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are being through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.