Broker Check

Alliance Wealth Strategies' services and securities are offered through United Planners Financial Services.

Vision Statement

United Planners is uniquely structured as a Partnership and completely independent from other financial institutions. United Planners provides full brokerage, insurance, and investment advisory services to over 300 prestigious financial professionals located throughout the United States. United Planners is a Financial Industry Regulatory Authority (FINRA) member. An investment brochure describing FINRA's public disclosure program is available from FINRA by calling (800)289-9999 or online at

How We Work

A Partnership of quality financial professionals mutually committed to exceeding client expectations.


United Planners never loses sight of its goal to be the most efficient, service-oriented Broker-Dealer working with successful independent financial professionals. Over 100 years of collective experience among the senior management team has taught them that high-level personal service cannot be delivered to large numbers. For that reason, the focus is on a limited number of very capable financial services professionals. It's “client-oriented” service sets United Planners apart from its competitors.