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Legacy Planning

UPI has had the opportunity over the years to work with a local Christian businessman in Warsaw, IN, named Chuck Yeager.  Chuck is one of the founders of SYM Financial Advisors and has spent many years advising and managing the portfolios of countless couples.  Chuck has helped develop a Legacy Planning program for friends of UPI that is a combination of Financial Planning and Estate Planning.

Whether you want to ensure that your family is able to experience financial security in the days to come or whether you desire to continue to bless this ministry that has ministered to you in so many ways over the years, Chuck is able to help you come up with a successful plan.

For more information or to set up a time to meet with Chuck, please contact him at Chuckyeager7@earthlink.net.

 
 
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