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About

United Safeguard Financial serves clients in Florida, Texas, New Mexico and California by offering investment advice, retirement planning, income planning, wealth preservation and wealth transfer. We do this through the following services:

Wealth Preservation
Wealth Management and Investment Advisory
Income Planning and Tax Reduction Strategies
Wealth Transfer through Estate Planning

Our mission is to empower and educate our clients to secure their retirement goals. We are dedicated to provide solutions for our clients so they may preserve their wealth and grow their retirement assets without taking unnecessary risks. Through our financial planning and design team, we take a personal one on one approach with every client in order to provide them with the best possible recommendations.

The structure of our company is independent which allows us to always offer our clients the best products and strategies to meet their needs. Unlike most brokerage firms and captive companies we are not limited with what we can offer nor do we have proprietary products we are forced to sell.

We are Fiduciary Investment Advisors and offer fee based portfolio management on an Institutional platform with Brookstone Capital Management, LLC.

From fixed guaranteed products for income planning, to designing a fee based portfolio to meet your needs, we have you covered:

Ours Services Include:

Retirement Planning
Wealth Preservation
Institutional Level Investment Advisory and Wealth Management
Income Planning
401k and IRA Rollover
Social Security Planning
Traditional IRA and Roth IRA
Tax Free and Deferred Programs
Long Term Care Insurance
Life and Health Insurance

In additional to these services, we have partnerships with some of the premier Tax Advisors and Estate Planning Attorneys in our industry.

Our consultations are complementary and there is never any obligation to do business. You can schedule an appointment in one of our offices or in the comfort of your home.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor

Complimentary Report
"10 Things to Know About
Retirement Income”
Discover 10 things you should consider in creating your retirement strategy.

about United Safeguard Financial Group®

meet john Schnorr

John Schnorr has over 17 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.

» learn more about john

financial services

We specialize in Retirement Phase Planning with a focus on: Wealth Preservation, Wealth Management through Investment Advisory, Income Planning and Estate Planning

» View our Services

Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.