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- Balance Sheet
- Checklist of Documents for Review
- Third Party Authorization
United Planners Financial Services – 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.
United Planners executes and clears brokerage transactions through Pershing, LLC. Pershing is one of the largest financial clearing institutions. Additional information regarding Pershing, LLC can be found at www.Pershing.com.
SEI Private Trust Company – SEI is one of the world’s largest managers of managers, providing high quality, institutional asset management by carefully screened, global independent investment managers. For more than 40 years SEI has used the most up-to-date research to anticipate changing investor needs, and create innovative solutions designed for individual and institutional investors alike.
TD Ameritrade - Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s technology, people and education to help make investing and trading easier to understand and do. TD Ameritrade has time and again been recognized as a leader in investment services.
Certified Financial Planner Board of Standards - Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: Education, Examination, Experience and Ethics. Individuals who successfully complete CFP Boards's initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.
Financial Planning Association®- The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.