Disclosure Documents
Disclosure Brochure
ADV Part 2 for United Planners Financial Services of America is designed to provide clients with information about us, our services, fees, potential conflicts of interest and other disclosures. Also known as our Brochure.
Relationship Summary
Form CRS for United Planners Financial Services of America, our broker-dealer, to help explain to clients who they are and to disclose any potential conflicts of interest, disciplinary history and more.
Privacy Policy - United Planners
United Planners Financial Services of America's policy on what information they collect, what information they disclose and how they keep the information secure.
Privacy Policy - Oregon Pacific
Oregon Pacific Financial Advisors' policy on what information we collect, what information we disclose and how we keep the information secure.
Financial Planning Agreement
Our agreement for providing financial planning and consulting services.
Business Continuity / Disaster Recovery Plan
Oregon Pacific Financial Advisors has a Business Continuity / Disaster Recovery Plan to ensure client communications and account services remain uninterrupted in cases of power/internet outages, natural disasters or other adverse events.