Cape Coral, FL Office

Michael Mitch is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Insley Financial and Retirement Specialists and is the owner of Eastwind Development, a business development company. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Carolyn Insley is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including 16 years at United Planners and over three decades operating Insley Financial. She is a co-owner of several investment-related businesses in Monte Vista, Colorado, including a non-variable insurance firm and a company selling fixed and indexed annuities. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management through both fee-based and commission-based options.