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