Broker Check

1584 Francois Court
Oviedo, FL 32765

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Christopher A. Roberts CFP®, AIF®

(407) 678-4055

 

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • 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

*Neither United Planners nor its financial professionals render legal or tax advice. We work with you and your tax and legal counsel to assist you with your estate plan.