Empowering Advisors With True Independence

July 1st, 2024 by Sonja Lockhart

Listen in as the United Planners team talks about what open architecture means and how freedom of choice allows advisors to work in a partnership yet independently in the best interest of their clients.

JoinUP
Investors
Media
- News and Research
- Whitepapers
Careers
About Us
Contact Us
Privacy Policy

Copyright © 2026 United Planners Financial Services of America All rights reserved.

Securities and Advisory Services offered through United Planners Financial Services, Member FINRA / SIPC

Opt Out preferences: Do Not Sell or Share My Personal Information

Manage Cookie Consent

To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.

Functional Functional Always active

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.

Preferences Preferences

The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.

Statistics Statistics

The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.

Marketing Marketing

The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Manage options
Manage services
Manage {vendor_count} vendors
Read more about these purposes

View preferences

{title}
{title}
{title}