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Services

How We Work

GrahamWM specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

I understand the many challenges of retirement today and know the biggest concern for many is outliving their money. GrahamWM's core discretionary managed models are built to serve as a foundation to almost any strategy.  Let us walk you through our process and discuss how we can address your needs.

Investments*

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP 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

    Insurance*

    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.

    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.



    [email protected] |  (972) 736-8080

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