Products & Services

Through Michael Cohler's affiliation as a Registered Representative of United Planners the following services are offered:

Investments

  • Bonds (Taxable & Tax-Free)
  • Common Stock 
  • Small Business Pension Plans
  • Traditional IRA 
  • Roth IRA 
  • SEP IRA 
  • Simple IRA 
  • Brokerage Accounts 
  • Variable Annuity

Financial Planning

  • Retirement Plans 
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning 
  • College Plans 
  • Estate Plans
  • Profit Sharing Plans 

Insurance*

  • Life Insurance (Term & Permanent)
  • Group Health Insurance
  • Long-Term-Care Insurance
  • Fixed Annuities

*All Insurance products are marketed through a separate division of Cohler Financial Associates