About Us
United Financial Systems, Corporation, in existence since 1982, is dedicated to providing you with the best possible alternatives to preserving your hard-earned assets. Our goal is to educate the public on the various methods of accumulating, preserving, and distributing wealth. We accomplish this through various methods including one-on-one meetings and the development of educational literature.
For more than two decades, we have helped to improve and preserve the wealth of an aging America through education and assistance, all the while, helping to improve the lives of loved ones by easing the burdens, delays, and costs associated with our probate and tax systems. Our principles of professionalism, quality work, value, and service have made United Financial Systems, Corporation what it is today. Through our exchange of knowledge, we have helped to provide literally thousands of people with alternatives to court and governmental intervention through the creation of solid, well-thought-out estate plans.
Ultimately, a well-designed estate plan means more for your children and grandchildren and less for attorneys, courts and, of course, taxing authorities. Therefore, we are committed to providing you with the best means necessary for a well-organized, timely distribution of your estate, delivered at a reasonable cost to you and your loved ones.
We are proud to offer informative and educational presentations, accomplished through personal one-on-one meetings with our associates.
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Mission Statement
"To provide innovative solutions to common estate and financial planning issues facing a maturing America"
Vision Statement
United Financial Systems, Corporation will be the industry leader in preserving wealth and securing the well being of an aging population by providing suitable estate and financial planning solutions.
United Financial offers the following services:
- Asset protection and preservation
- Estate tax elimination or reduction
- Wealth and estate transfer planning
- Individual and family trust planning
- Planning for disability and long-term care
- Planning for guardianship of minors and educational funding
- Income tax, Social Security, Medicare, Medicaid and capital gains tax planning
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