Your Needs Come First at
United Safeguard
Financial Group™
Good planning requires a strategy. We excel at helping our clients make a plan, stick to the plan, and reevaluate if needed. Whatever your retirement goals, our strategists will help you pursue them.
No two people have the same needs. Sure, some elements may remain the same from plan to plan, because the building blocks might have similar components—however, every plan will be fundamentally different. No two careers are the same. Why should two accumulation strategies be the same? Or two retirement income plans? Answer: They shouldn’t be.
We believe everyone deserves their own custom-made strategy. That’s what we provide. Contact us online or call us at (972) 905-9998 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Method, not madness. Here’s how it works.
Step I.
Explains the role of a financial services professional and introduce New Generation Retirement Planning.
Step II.
Begins with the Color of Money Risk Analysis and incorporates the elements of discovery and client feedback.
Step III.
Allows us to craft a holistic plan based on your goals and objectives, which is accompanied by a formal presentation using the Color of Money, Social Security Maximization and Retirement Compass reports.
Step IV.
Incorporates independent third-party research and solutions based on careful consideration of your asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Step V.
Addresses long-term client engagement and five-star financial services. We treat you like family and want to be there to help you succeed.
Who We Serve
What matters more than taking care of yourself and the people you love?
We're Fiduciaries.
That means we are legally obligated to put clients’ needs first.
We’re ready to support you every step of the way. With extensive experience and deep industry insight, we’ve encountered just about every scenario. We recognize that no two clients are the same, which is why our approach is always tailored to your specific goals and needs.
Our solutions are designed to guide you as you build a personalized strategy. We’ll work with you through a clear, step-by-step process that empowers you to move forward with confidence.
