Request Your Complimentary Consultation
Request your complimentary consultation with an advisor from United Safeguard Financial Group.
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.
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.
John Schnorr has over 17 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future.
We specialize in Retirement Phase Planning with a focus on: Wealth Preservation, Wealth Management through Investment Advisory, Income Planning and Estate Planning
View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.