Empowering agents resolve queries faster and better.
Agent Assist refers to real-time AI-powered tools that support human agents during customer interactions (calls, chats, emails), offering relevant prompts, data, scripts, and actions all while the conversation is happening.
Real-time Suggestions
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Knowledge Base Integration
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
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Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
