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    Retirement Planning

    Retirement planning is a very broad term and can encompass many different areas.  If you are young and just getting started, a baby boomer getting ready to retire, or if you are already retired, your objectives and goals will be different.

    Some of the common concerns our clients have: 

      • Protecting their retirement accounts from market risk.
      • Not outliving their income.
      • Receive higher rates of return without risking their portfolio.
      • Reducing taxes on income and investments.
      • Reducing taxes on Social Security Benefits.
      • Protect their assets and their family.
      • Preserve their wealth and pass assets to heirs.

    All of our clients have different needs and goals.  At United Safeguard Financial Group we provide solutions by thoroughly reviewing our clients´ financial situation in order to recommend a plan of action.

    Perhaps one of the most important aspects of retirement planning is to ensure you are not making mistakes which can cost you to lose large amounts of your retirement.

    Some of the common mistakes are:

      • Failing to safeguard your retirement accounts from the risks of the market.                 
      • Trying to time the market and “wait for it to come back.”
      • Relying on a stock broker or financial planner to tell you when to buy and sell.   
     • Not properly planning to ensure you won´t outlive your retirement income.
      • Depending too much on Social Security.
      • Taking Social Security benefits at the wrong age.
      • Not structuring your investments to be tax advantaged.
      • Failing to properly prepare for the high costs of a long term care.
      • Not protecting your assets from lawsuits and probate.
      • Failing to set up your IRA to take advantage of multi - generational tax laws.
      • Not taking the time to set up a trust or to review an already existing trust.

    Solutions

    At United Safeguard Financial Group we can help you avoid these common mistakes and many more.  We will provide you with real solutions to the issues you are facing.

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

    Call for a complimentary, no obligation consultation:  800-209-1244

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

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

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