Securities offered through United Planners. Member FINRA, SIPC. Investment advisory services offered through United Planners.

United Planners and McCrate, DeLaet & Co. are not affiliated. Tax and Accounting Services are provided by McCrate, DeLaet & Co., and not United Planners. 

For more information about United Planners, visit

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. 

Don Goettemoeller is registered to conduct securities business in Colorado, Florida, Illinois, Indiana, Missouri, North Carolina, Ohio, Pennsylvania, Texas, and Wisconsin. David Fortney is registered to conduct securities business in Indiana, Ohio, and Pennsylvania.  Mark Hoge is registered to conduct securities business in District of Columbia, Florida, Indiana, Kansas, North Carolina, South Carolina, New York, Ohio, and Washington.  Sarah Stammen is registered to conduct securities business in Indiana, North Caroline, and Ohio. Kevin Schlarman, Scott Steineman and Jordan Rethman are registered to conduct securities business in Ohio.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

Insurance-related services may not be provided to individuals residing in any states other than Colorado, District of Columbia, Florida, Illinois, Indiana, Kansas, Missouri, North Carolina, Ohio, Pennsylvania, Texas, Washington, and Wisconsin.

John Dirksen, Kaitlyn Barhorst, Marisa Kremer, Kenzie Schroer, Nate Yoakum, Danielle Magoto, Aaron Schwartz, Tom Kueterman, Connor Rose, Alice A. Berning, Brenda Barhorst, Jane K. Gariety, Connie Caudill, Janie Willis, Diane Jutte, Merri Niekamp, Amy Tangeman, and Rachel Leffel are not affiliated with United Planners.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or 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.

100 S Main Ave 100
Sidney, OH 45365
United States

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(937) 492-8050
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.