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1030 Seminary Street, Suite A
Napa, CA 94559


Products and Services

As Registered Representatives and Investment Advisory Representatives with United Planners Financial Services we are able to provide the following products and services:

Investment Solutions

Regular Brokerage         

Accounts Advisory Accounts

IRA’s/401K Rollovers               

401K Plans

Variable Annuities                             

Variable Life Insurance



Wealth Planning, Wealth Management

Financial Planning                       

Comprehensive Financial Plans

College Savings Plans                 

Estate and Inter-Generational Plans

Business Protection   Transfer Plans



Disability Income Insurance             

Life Insurance (Term, Universal)

Long-Term-Care Insurance