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Kenneth Nowland, President

Planning A Secure Future

Our focus is on helping you to develop a strategy to achieve your goals and live the life you've envisioned.

United Financial Solutions' mission is to help retirees and their families through the western United States realize their financial aspirations through personalized, well thought-out solutions. Our primary areas of focus are retirement income, asset protection, long-term care planning, estate planning and tax minimization strategies. We offer a variety of accumulation, protection and wealth transfer products and services to help our clients meet their financial goals, protect their financial futures and prepare their family legacies. To ensure that our clients are receiving the appropriate planning techniques, we work closely with a number of insurance planning professionals, financial advisors and CPAs.


Retirement Planning– Strategies & Products Designed for: 

  • Wealth Accumulation & Protection
  • Retirement Income
  • Financial Analysis
  • Insurance Planning
  • Estate Strategies & Legacy Planning
  • Tax Planning
  • Long Term Care Planning - Asset Protection
  • Safe Investing - Retirement Risk Aversion

At United Financial Solutions, we can offer you the following products and services: Annuities IRA Legacy Planning Retirement Income Strategies Asset Protection Annuities Tax-Efficient Strategies Long-Term Care Strategies Wealth Accumulation Life Insurance Legacy & Estate Considerations
                                         

Photographs

Business Information

1600 W University Ave Ste 215
Flagstaff, AZ 86001

928-779-3333
https://summitretire.com/

Type(s) of Business

Retirement Planning Services
Annuity
Estate Planning and Management
Fiduciary
Insurance
Investment Advisory Services
Life Insurance
Long Term Care Insurance
Wealth Management

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