Our Team of Experts

United Financial Partners has expanded our team of experts to include the forerunner in the premium financing arena, The Buckley Group. For more than 25 years, The Buckley Group has been working with CPAs, attorneys and brokers to assist high-net-worth clients in maximizing their monetary legacies. UFP and The Buckley Group help clients by designing conservative, permanent protection plans. Our extensive understanding of each sector of this process and personal rapport with the industries’ major financiers ensures that this complicated process is smoothly navigated.

Our premium financing designs truly reflect the needs of each unique client. Clients are presented with a minimum of 4 bank options, walked through the benefits and trade-offs of each option, and allowed to choose a structure that best fits their needs. Every client is delivered a sound, conservative, long-lasting premium financing program that will take care of their estate planning needs permanently.