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 - Financial and Retirement Services -

The hardest thing to understand in the world is the income tax. - Albert Einstein


Who We Are

We offer a variety of specialized services designed to meet your specific goals and needs.


What We Do

Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.



Determine your financial risk, and your portfolios actual Risk Level with measurable certainty from an independent source for free.



A broker-dealer, Registered Investment Adviser, BD agent, or Investment Advisor Representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

For information concerning the licensing status or disciplinary history of a broker-dealer, registered investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.

We are registered to sell Securities in the following states:

Arizona, California, Colorado, Idaho, North Dakota, New Mexico, New York, Oregon, Texas, Washington, and Wyoming.


Mary Gies is a Registered Principal and Cheryl Hirss is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES Member: FINRA SIPC. Gies Associates, LLC and United Planners are independent companies and are not affiliated.

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