United Capital Private Wealth Counseling

Are you tired of traditional financial planning and wealth investment techniques? United Capital offers Advice Planning, which focuses on your entire financial life rather than just your money or investments. Advice Planning assumes that your life and the world are always changing, and that you will need to make frequent “course corrections” with confidence, and therefore aids in developing a plan that is unique to your own situation - not created for the masses as “one size fits all.” Advice Planning also presumes the only one who knows what is important to you, is you - which is why you MUST participate in your own financial planning.

If you’re tired of static, rarely changing financial plans, tired of fixed assumptions regarding the market and its future, or tired of non-customized, model-based financial planning, then United Capital’s Advice Planning is the solution for you.

phone

701-293-2076

address

109 Roberts Street North
Fargo, ND, 58102
Map

email

paul.jarvis@unitedcp.com

website

www.fargo.unitedcp.com