United Planners Welcomes American Prosperity Group

SCOTTSDALE, Ariz., April 30, 2014 /PRNewswire-iReach/ -- United Planners Financial Services (UP), a national RIA and independent broker-dealer partnership with more than 350 advisors nationwide, has announced that American Prosperity Group (APG) has become part of the UP family. APG, with 19 franchisees in 8 states, provides retirement and estate planning services with a focus on helping clients "maximize their income today while protecting, preserving and perpetuating their wealth for tomorrow(R)."

Photo - http://photos.prnewswire.com/prnh/20140430/82229

"Our franchise business model makes us unique in the financial planning and insurance world," said APG Founder and CEO Mark E. Charnet. "United Planners was interested and open-minded and welcomed us warmly after a thorough, mutual due diligence process. Sheila Cuffari-Agasi was extraordinarily attentive through the courting period and provided excellent follow-up to ensure that the onboarding process was as problem-free as possible for us and for our clients."

APG was founded in 2003 and in 2006 established its first franchise after filing its franchise disclosure document and satisfying all of the requirements of the Federal Trade Commission and the various states in which it operates. Franchisees, generally located in metro areas, are able to use APG's proprietary investment and marketing techniques.  The firm plans to continue its growth and looks forward to embracing the wealth of technology solutions and practice management support offered by United Planners.

"United Planners is very selective in choosing which advisors are invited to join the firm," said President David Shindel, AIF(R).  "Protecting our vision of maintaining a partnership of quality investment professionals who are mutually committed to exceeding client expectations is much more than a casual notion for us. We are defined by this statement, which at its core, requires selecting the right advisors. We are pleased when like-minded groups like APG value our offerings and the substantial differences that United Planners brings to the relationship."

"United Planners is a progressive organization with a true business mindset," added Charnet. "This is precisely what we were looking for when we made the decision to find a new broker/dealer."

About United Planners

United Planners Financial Services (member FINRA, SIPC) is an SEC Registered Investment Advisory firm and full-service independent broker-dealer partnership serving hybrid advisors who want to be a part of "something more" since 1987. United Planners is uniquely structured as a Limited Partnership, providing voting rights and ownership opportunities to a select group of financial advisors.

Redefining independence in the financial services industry for over 25 years, United Planners has strategic relationships with a wide array of open-architecture service providers. With a full range of business solutions including a strong back-office team and LinkUP middleware that bridges to and integrates a wide range of industry leading technology, United Planners provides the tools, resources and solutions independent advisors need to efficiently manage and build profitable, client-centered businesses while adhering to high fiduciary standards.

To speak with the UP Partner Development team, call (800) 966-8737. For additional information, visit www.UnitedPlanners.com.  Or to speak with the APG Franchise Development team call (877) 885-1APG or visit www.APGFranchise.com.

Media Contact: Leslie Swid, Impact Communications, 913-649-5009, [email protected]

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE United Planners