United Planners Financial Services
Shayne Lester, CFP®
Investment Advisor Representative
With roughly 20 years of experience in the financial industry, I strive to provide a world class financial services experience while serving the needs of my clients with the highest professional integrity.

My top priority is building lasting relationships with my clients while helping them attain their financial goals. This often means building a comprehensive financial plan to serve as a roadmap for their personal success. This plan is designed to address concerns regarding asset accumulation, lifetime retirement income, asset management, insurance, estate planning, and charitable giving. 

Our comprehensive financial plans are specific to each individual client and their unique needs, concerns, and goals. In order to establish a long term strategy, it is important that I first understand and evaluate all aspects of your individual financial situation. We accomplish this step together during your initial consultation where you will do most of the talking, expressing your personal goals and objectives.

Following our consultation, your financial plan will be developed that will include specific observations, recommendations, and suggested solutions tailored to your needs. If you choose to move forward, I will assist in the implementation of these solutions and will schedule periodic meetings to review your plan as needed. This will ensure that changes in your personal and economic situation are sufficiently addressed.
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 Shayne Lester is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES  Member: FINRA, SIPC.

This communication is strictly intended for individuals residing in the state(s) of AR, CO, FL, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.