Securities are offered through United Planners Financial Services Member of FINRA/SIPC, they are not obligations of or guaranteed by United Planners or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of principal.  Advisory services are offered through Evergreen Investment Advisors, LLC.  Evergreen Investment Advisors, LLC and United Planners are not affiliated.

A broker/dealer, investment advisor, BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, BD agent or IA rep requirements, as the case may be: and follow up, individualized responses to consumers in a particular state by a broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personal investment advice for conpensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent or IA rep requirements, or puruant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.