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Wealth Management

Investment

Investment

We provide investment planning services to align your portfolio with your financial goals and risk tolerance.

Retirement

Retirement

Our retirement planning services help you prepare for a financially secure and fulfilling retirement.

Education

Education

We assist in creating education planning strategies to support your family's academic aspirations.

Trust and Estate

Trust and Estate

Our trust and estate planning services focus on managing and preserving your wealth for future generations.

Insurance

Insurance

We offer insurance planning services to identify coverage that fits your financial strategy and protects your assets.

Tax-Sensitive

Tax-Sensitive

Our tax-sensitive planning services aim to optimize your financial strategy by considering the tax implications of your decisions.

SMS Terms of Service

1. This campaign allows financial advisory offices and their clients to converse and exchange SMS messages in a legally compliant manner. Message topics include support, appointment scheduling, account management, informational campaigns, and general customer interaction.


2. You can cancel the SMS messaging at any time. Just text "STOP" to the phone number. After you send the SMS message "STOP" to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just let us know as you did the first time and we will start sending SMS messages to you again.

 

3. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly by emailing mhoehne@mccrate.com or calling 937-575-2142.

 

4. Carriers are not liable for delayed or undelivered messages.

 

5. As always, message and data rates may apply for any messages sent to you from us and to us from you. You will receive varying message frequency as the messaging is conversational in nature. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.

 

6. If you have any questions regarding privacy, please read our privacy policy: https://unitedplanners.com/privacy-policy/ 

Contact Us
Let's Get Started

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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