for those interested in a career at United Planning Group
United Planning Group is an Estate Planning Assistance provider. What that means is that we help people by facilitating the overall process of estate planning.
Statistically speaking, about 60% of all Americans have no estate plan whatsoever. And, with an ever-increasing population of “boomers” headed toward retirement, the need for this type of service is growing dramatically. Its no secret that over the next 20 years, there will be more people entering the age of retirement than at any time before in history. As a result, the need for services related to financial and estate planning should also continue to rise proportionately. More now than ever, people are looking for alternatives to traditional estate planning methods.
As a member of something called "The United Family of Companies", United Planning Group and its affiliates share in a 29 year history in the financial and estate planning business. Collectively, these companies have helped more than 35,000 customers with their estate planning needs over a 15 state region. United Planning Group is also a family owned, privately held organization.
Coupled with our overall reputation and experience in this market, and rapidly rising segment of the population in need of estate planning related services, United Planning Group is positioned itself to become an industry leader within this market.