Form ADV Part 2A Disclosure Brochure


United Planners Financial Services publishes the Form ADV-Part 2A Disclosure Brochure to provide investors information about the fee based and managed account options available to you with the firm. Any conflict of interest which require disclosure are contained within this document, as required by regulation. Investors will be offered this document annually, and will be notified should there be any material changes. Investors will obtain a copy of each advisors ADV-Part 2B from their respective advisor, as that document will be specific and applicable to that advisor.