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 - Financial and Retirement Services -

"Collaborating to help achieve the highest potential of your personal values and financial goals."

Am I on track financially? Check my progress here! 


Who We Are

We are Accredited Investment Fiduciaries (AIF) helping people design and manage their financial plans to achieve a desired goal or lifestyle.


What We Do

We offer custom investment management solutions and strategies for all phases of life as well as develop and monitor financial plans.

Want to start your own? Create your own investment plan here:


Risk Evaluation

Determine your investment risk and your portfolio's 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, 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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