Recommended Websites

Our overall mission is to support our clients in achieving their goals in life.  As part of this mission, we want to recommend businesses that we trust, and educational opportunities that we believe will be valuable to you.

Personal Injury Attorneys  -- Bisnar-Chase
This is a recommendation that I hope you will never need, because Bisnar and Chase specialize in helping people with serious injuries.   

Elegant Adult Education  -- The Inside Edge
The Inside Edge is an educational foundation that inspires self-awareness and personal growth through education, community and mutual empowerment.  It meets every Wednesday morning in Orange County with a cutting edge speaker, live music, an elegant buffet breakfast, and a warm and lively group of members.  I was the founding president of this organization 20 years ago and remain an active member.



This page contains links to third-party websites.  By selecting a link, you will be leaving our website and launching a new browser window.  The above list of professionals should not be construed as a blanket recommendation, endorsement or sponsorship by United Planners Financial services.  You must decide whether to hire these persons or firms and the appropriateness of their services.  These firms are not affiliated with or employees of United Planners.  United Planners does not supervise these firms and takes no responsibility to monitor the services they provide to you.


Securities offered through United Planners Financial Services of America -- A Limited
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