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    Wealth Preservation

    Wealth Preservation is one of the most important issues facing retirees today.  If you are like most people, you have worked hard your whole life, saved your money, and made good decisions. 

    Now that you are nearing retirement or already retired, you need to preserve what you have and protect from losing it. 

    There are five major threats to your wealth:

      • Long Term Illness
      • Taxation
      • Inflation & Low Rates of Return
      • The Risk of Wall Street
      • Lawsuits and Probate

    How to deal with these threats can be confusing and complex.  For that reason, we take a one on one approach with all of our clients to bring them through an educational process.

    For some retirees long term illness can be the biggest threat to their wealth, and for others it might be taxation or the risk of Wall Street.

    Solutions for preserving your wealth

    At United Safeguard Financial Group we analyze your financial picture and review your current strategies.  After doing so, we will identify the areas you are most vulnerable and educate you and provide solutions for preserving your wealth.

    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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    financial services
    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.