Winfield Group LLC

United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 1939. United Planners Financial Services is headquartered in Scottsdale, Ariz.

MCA Financial Group is a leading financial consulting firm based in Phoenix, AZ, with over 20 years of experience in providing critical solutions to complex problems faced by their clients. Their team of experienced professionals offers a wide range of services including turnaround restructuring, litigation support, mergers and acquisitions, real estate receivership, and valuation services. With a client-centered approach and a national reach, MCA Financial Group is known for their unrivaled expertise, integrity, and commitment to delivering exceptional service and value-added results. Driven by a firm commitment to integrity and attention to detail, MCA Financial Group has become a leader in the financial consulting industry. They have successfully handled various engagements, including the complex sale of a family-owned steel manufacturing company, evaluation of a hotel for purchase in a bankruptcy court auction, and spearheading the sale of a physical therapy practice. With their fact-finding approach, individual client attention, and innovative strategies, MCA Financial Group is dedicated to providing realistic solutions and creating positive outcomes for their clients.Generated from the website

We simplify complex financial topics, offering solutions in language that’s clear and understandable, not filled with jargon, so you can move forward with confidence. We’re in this business because we care; our focus is on helping you through accurate, detailed guidance and concierge-level service that surpasses your highest expectations. Talk to our team. We’re open and approachable, supporting you with personal service, as well as sophisticated investment methods and tools, to help you stay on track of your plans.