Wealth Management Services

Financial Advisors at United Financial Wealth Management Services can help you organize, understand, control and accumulate your wealth.

• Buy/Sell strategies
• Group Insurance (Health, Life, etc.)
• Deferred Compensation Plans
• Retirement Plans (401(k), profit sharing, etc)
• Non-qualified retirement programs
• Business Continuation Planning
• Executive Fringe Benefits
• Employee Benefit Program

Call Dan today at 989-399-8662 to set up a complimentary one-on-one consultation!

*Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting United Financial Wealth Management Services or directly from the mutual funds, insurance company, or offering entity.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. United Financial Wealth Management Services is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union.