United Planners - Rancho Mirage, California

For individuals and families seeking comprehensive financial planning services, United Planners offers a dedicated approach centered around personalized strategies and expert guidance. Located in the prestigious community of Rancho Mirage, California, at Address: Rancho Mirage, CA 92270, United States, the firm is strategically positioned to serve clients throughout the region. Contact them directly at Phone: 7607705700 to schedule a consultation.

About United Planners

United Planners specializes in assisting clients in achieving their long-term financial goals. They focus on a holistic approach, considering various facets of an individual's financial life, including retirement planning, investment management, estate planning, and tax optimization. The firm prides itself on building strong, trusting relationships with its clients, understanding their unique circumstances, and tailoring solutions accordingly. Their commitment extends beyond simply providing advice; they actively collaborate with clients to implement strategies and monitor progress, ensuring alignment with their evolving needs.

Key Features and Services

• Retirement Planning: United Planners helps clients develop realistic retirement income strategies, factoring in potential lifestyle changes and market fluctuations. They analyze current savings, project future needs, and recommend appropriate investment vehicles to maximize retirement security.
• Investment Management: With a focus on a diversified portfolio approach, they construct and manage investment portfolios designed to meet specific risk tolerance levels and financial objectives.
• Estate Planning: Recognizing the importance of safeguarding assets and ensuring a smooth transfer of wealth, the firm assists clients in creating comprehensive estate plans, including wills, trusts, and powers of attorney.
• Tax Optimization: United Planners works to minimize tax liabilities through strategic planning and leveraging available tax-advantaged accounts.
• Financial Education: They believe in empowering clients with the knowledge necessary to make informed financial decisions. They offer educational resources and workshops covering a range of financial topics.

Location and Accessibility

The firm’s physical location at Address: Rancho Mirage, CA 92270, United States provides a convenient and professional setting for client meetings. Furthermore, United Planners is committed to ensuring accessibility for all clients. The office features:

• Wheelchair-accessible car park: Ample parking space is available for clients utilizing wheelchairs.
• Wheelchair-accessible entrance: The main entrance is fully accessible, facilitating ease of entry for individuals with mobility limitations.
• Wheelchair-accessible toilet: A dedicated accessible toilet is provided within the facility.
• Toilet: Standard toilet facilities are available.

Client Feedback and Reputation

Currently, United Planners has Opinions: This company has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed presence online. The average opinion (Average opinion: 0/5) reflects this lack of publicly available feedback. However, this does not necessarily diminish the firm's commitment to client satisfaction. It suggests an opportunity for them to actively solicit and showcase positive client experiences.

Contact Information and Website

For further information or to schedule an appointment, prospective clients can reach United Planners at Phone: 7607705700. Their website, Specialties: Financial planner, is currently unavailable, suggesting a focus on direct client communication and personalized service. Despite the lack of an online presence, the firm maintains a professional and dedicated approach to delivering its core services.

Conclusion

United Planners presents itself as a dedicated financial planner operating in Rancho Mirage, California. While currently lacking extensive online reviews, their commitment to accessibility and personalized service is evident. For clients seeking a local, responsive, and client-focused financial planning experience, United Planners warrants consideration. They prioritize building strong relationships and tailoring strategies to meet individual needs. The firm’s accessibility features demonstrate a commitment to inclusivity and cater to a broader client base. Further investigation and direct communication are recommended to fully assess their suitability for specific financial requirements.

The firm's focus on holistic financial planning, encompassing retirement, investments, estate planning, and tax optimization, positions them as a valuable resource for individuals seeking comprehensive financial guidance. Despite the absence of online reviews, the accessible facility and dedicated phone line suggest a professional and client-centric approach. Potential clients are encouraged to contact the firm directly to discuss their financial goals and explore potential solutions.

Disclaimer: This information is for general informational purposes only and does not constitute financial advice. Consult with a qualified financial advisor before making any investment or financial decisions.

It is important to note that the lack of online reviews should be viewed cautiously. It’s possible the firm is prioritizing direct client interaction over extensive online marketing. Further research, including contacting former or current clients (if possible), could provide a more nuanced understanding of their service quality.

The firm’s location in Rancho Mirage, a desirable area of Southern California, suggests a potential clientele of affluent individuals and families. Their specialization in financial planning aligns well with the needs of this demographic.

The accessibility features are a significant positive, demonstrating a commitment to inclusivity and catering to a wider range of clients.

Consider contacting the firm to inquire about their service fees and investment strategies. Transparency in pricing and investment approaches is crucial for building trust and ensuring alignment with client objectives.

Key Takeaway: United Planners offers personalized financial planning services with a commitment to accessibility in Rancho Mirage, CA.