United Planners distinguishes itself in the financial industry through its remarkable open architecture, which sets it apart from conventional firms. Unlike many other financial institutions that promote proprietary platforms, United Planners takes a refreshingly unbiased approach. By not offering proprietary products, United Planners eliminates conflicts of interest and ensures that its financial advisors can act solely in the best interests of their clients. This commitment to independence allows advisors at United Planners to offer a wide array of investment options from various leading providers, empowering them to construct truly customized portfolios tailored to each client’s unique goals and risk tolerance. This open architecture framework fosters a transparent and client-centric environment, where the focus is on delivering optimal financial solutions that align with clients’ needs and objectives, rather than promoting in-house products. Through this approach, United Planners aims to establish a foundation of trust and integrity, placing the clients’ best interests at the forefront of every financial decision.
Freedom of Choice
Culture of Trust & Culture of Compliance
The Hybrid Open Architecture Model at United Planners enables Advisors to put their client’s interest first. Advisors have the flexibility to choose from a broad range of products and services from strategic partners. United Planners does not offer any proprietary funds and therefore eliminates any conflicts of interest.
United Planners equips its advisors with the tools and resources necessary to navigate the complex financial landscape.