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Our Philosophy

Our Philosophy
Our Financial Advisor Philosophy
When you choose an RDAFN Advisor, you receive far more than just a dedicated advisor. You receive an entire team that adds value to you and your advisor.


1) You never need to feel overwhelmed or alone.

2) Life changing events happen & our team adds safety should something happen to your advisor. There will always be someone there for you.

3) Your advisor has a wealth of resources at their fingertips to handle any situation.



1) You not only have your advisor, but the entire RDAFN network and their wealth of knowledge.

2) Our portfolio design team supports your advisor every step of the way looking for innovative solutions to help meet your personal objectives.

3) We have multiple specialists in the network:

  • 401K design and implementation
  • Estate planning consideration
  • Advanced business planning
  • Option/trading specialists
  • Individual bond portfolio specialists
  • Actively managed portfolio design specialists

“Neither United Planners nor its financial planners render legal or tax advice. We work with you and your tax and legal counsel to assist you with your estate plan.”


1) Our highly skilled network of advisors is committed to a high level of education.

2) We look at the changing world we live in and react adeptly to new innovations and concepts.

3) We value education in the network and are represented by:

  • Chartered Financial Consultants (ChFC®)
  • Chartered Life Underwriters (CLU®)
  • Certified Financial Planners (CFP®)
  • Chartered Financial Analyst (CFA®)
  • Juris Doctors (JD)
  • Accredited Asset Management Specialists (AAMS®)
  • Registered Financial Consultants (RFC®)
  • Accredited Investment Fiduciary (AIF®)