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Financial Planning

At GWM, we believe in the power of planning for tomorrow!  We have made a significant investment in your future too by offering eMoneyAdvisor.  This unique and comprehensive planning suite makes interaction with your adviser as efficient as possible.  See your plan coming together and collaborate on choices throughout.  You can even upload non-investment accounts in order track where your money is and how it is working for your benefit!

While goals may seem almost unfathomable, using tools like eMoney to guide you through funding them over time can allow for a great future.  A favorite old quote is "nobody ever plans to fail, but many fail to plan".  Don't get to your golden years short on funding for the retirement you want- plan for it and make it happen!

No matter your career, your income, or your current wealth, our wealth planning tool can help put future goals in perspective.  By using formal planning, you can visualize what is actually needed today in order to have the tomorrow you want.  Take a moment to explore our valued resource for yourself, just click below.

Explore Planning

What is next?

Once you have found comfort in a plan that accounts for your personal future, you will need to carry out the actions called for in order to get on track.  Using the full breadth of instruments below, we can help you fund your plan in almost any way imaginable.  We will help you select the best methods for funding your plan and take the confusion out of those choices for you.  

As a small firm, we do not thrive on volume, rather we focus on our clients and provide service that endears them to us.  We are always conscious of your needs and work to address them as they occur.  Our dedication to service serves as a great reminder that we depend on referrals from current clients for tomorrow's growth in our business.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Variable Annuity

    Financial Planning

    Retirement Plans

    Tax Plans*

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans


    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    * Tax and Insurance guidance provided by Graham Wealth Management.  Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Neither United Planners nor its financial professionals render legal or tax advice. Please consult with your accountant or tax advisor for specific guidance.  *Securities products are offered through United Planners Financial Services.

    Client Centered

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (972) 736-8080

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