Broker Check

Products & Services

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

Investments

  • Bonds *
  • Common Stock *
  • Educational IRA *
  • Traditional IRA *
  • Roth IRA *
  • SEP IRA *
  • Simple IRA *
  • Brokerage Accounts *
  • Treasury Bills
  • Government Securities *
  • Treasury Notes *
  • Variable Annuity

Financial Planning

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

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance