Custom Tailored
financial strategies
Let’s build a strategy tailored to you –
backed by highly personalized service.
With us, you’re never a number.
WELCOME TO
UNITED FINANCIAL SERVICES
My name is Jim Gaskins, and I’m the founder of United Financial Services. Backed with my 15+ years of experience in the financial services industry, I aim to deliver high quality financial services tailored to your unique financial goals. I affiliated with Gradient Advisors, LLC, a registered investment advisor, to have access to resources and strategic partners to help me provide customized strategies for clients at any stage of life or career. These resources include teams of professionals working behind the scenes to help analyze and implement your financial plan. Whether planning for retirement, managing wealth, or building a legacy, United Financial Services prioritizes your needs with disciplined, client-focused guidance. Discover how United Financial Services can empower your financial future with confidence and clarity. Contact us today to begin your journey.
Colleges - Universities
& Public Employees
United Financial is dedicated to assisting Public Employees and their families prepare for their financial future at all stages of life and career.
What makes United Financial Services different:
- Customized financial plans designed by a team of Certified Financial Planners made available through affiliating with Gradient Advisors, LLC. We work WITH you to devise a plan that suits your own unique, individual needs.
- Access to proprietary software to help analyze your investment portfolio.
- Access to proprietary financial products including:
- Actively-Managed investment portfolios through multiple third-party money managers
- Access to most major insurance companies across the U.S.
- Superior client service. With us, you’re never a number, and we strive to provide you with the highest level of service in the industry.
- Access to teams of strategic partner financial professionals working for you, including Chartered Financial Analysts, Certified Financial Planners, experienced wholesale insurance brokers, and an administrative support staff helping you all the way through.
smart investing builds stronger futures
Whether you’re just beginning your wealth journey or refining a seasoned portfolio, our strategies, personalized guidance, and data-driven insights help you grow with confidence. With a focus on transparency, and long-term success, we’re here to help you invest in what matters most—your goals, your values, your future.
Asset Maximization
Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Retirement Strategy
Our organization prides itself on providing retirement strategies to Minneapolis, Minnesota and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Enhanced Planning
Public Employees
We can offer help and insight with your unique pension plan and retirement plan options.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.