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.
Gather information. We find out what your goals are. Once we know what matters to you, we can get to work.
Step II.
Assessment. Where are you right now in regard to your goals? This will help us determine what elements your plan needs.
Step III.
Make a plan. There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth management plan for your individual situation.
Our advisers give you the tools and help you to make the best decision. We represent you, not any one company’s products or services and are unbiased in our recommendations which allows us to put together the best plan possible.
Step IV.
Implementation. We will do all of the paperwork and provide an easy transition if you are making a change from another advisor or company. We will help you to follow through, stick to your plan, and keep making progress toward your financial goals.
Step V.
Reevaluate. Keep things up to date. Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
Individuals & Families
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 here to help. Let us show you what we can do. With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach.
Our products help when developing your customized plan. We will walk you through a step-by-step process designed to create strategies you can feel confident in.
What could we help you with
at
United Safeguard Financial Group?™
- 401(k) Rollovers
- 403(b) Planning
- 529 College Savings Plans
- Business Succession Planning
- FEGLI Planning
- Financial Planning
- Health Insurance
- Investment Management
- IRAs
- IRA Rollovers
- Legacy Planning
- Life Insurance
- Long-Term Care
- Medicaid Planning
- Medicare Supplements
- Property and Casualty Insurance
- Retirement Income Planning
- Small Business Owner Leveraged Planning
- Social Security Maximization
- Tax-Efficient Strategies for Individuals
- Thrift Savings Plans
John C. Schnorr
CEO, President, Founder
John Schnorr is the CEO and founder of United Safeguard Financial Group™. He has over 24 years of experience designing portfolios to help retirees make more informed decisions to build a strong financial future. John established his own firm built on the philosophy of always giving advice that is in the best interest of his clients.
Book an Appointment
We’re ready to meet you. Come have a no-cost, no-obligation appointment with us and learn if we’re a good fit for what you need.
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United Safeguard Financial Group™
6010 W. Spring Creek Parkway
Plano, TX 75024
United Safeguard Financial Group™,
6010 W. Spring Creek Parkway
Plano TX 75024
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20995 - 2021/5/5