United Planning Group is a scam, beware. They make appointments in the home to prey on the elderly offering "estate planning services". The company so far has already been kicked out of the state of Indiana for the unauthorized practice of law, was forced into a multi-million settlement and ordered by the courts to refund their victims and they still have not done so.instead, they changed the company name (actually they operate several affiliated companies under different names) and moved their headquarter's to Lakewood Ranch, Florida.
Here is a link to the State of Indiana's lawsuit and consent decree:
State of Indiana vs. United Planning Group d/b/a United Financial Systems Corporation
You really should start here and read this to understand the company; its all outlined right here, preying on the retired, high pressure sales tactics used on elderly in the home, cookie-cutter templates, and practicing law without a license.
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