Welcome to United Senior Advisors Group. Your home for information.
Our practice specializes in the needs of Veteran's, Baby Boomers, Senior's, & Charitable Organizations, and special Fundraising Strategies.
Using our unique team approach we develop a personal plan that fits your family or organization.
What We Do...
- Preserve your lifestyle
- Make sure you have access to cash when you need it
- Set you up with a guaranteed income for the rest of your life
We Will Always...
- Treat you like family
- Use every means possible to legally reduce the taxes you are paying now as well as the taxes your heirs will pay
- Reduce the risk in your portfolio to the fullest extent the industry will allow
- Implement plans that will preserve your lifestyle
- Use the safest and most tax friendly vehicle to generate the required income for your lifetime and for the lifetime of your spouse if appropriate .
- Use the safest and most tax friendly investments to accomplish your goals
- Use only the top rated insurance companies to keep your money safe
What We Ask of You...
Be honest with us. Tell us all you can about what's important to you and what your goals and resources are
- Are you currently working with a Financial Advisor? If so, what type of advisor? How long have you been with him or her? How satisfied are you?
- Give us the time we need to put together an effective plan to accomplish your goals
- Trust us unless we give you reason not to
- Communicate with us. Tell us if you have concerns or problems. Give us an opportunity to help you.
- We are here to assist you. Be prepared to take action if we present solutions that meet your objectives
- Unlike our competition, we will provide you with complete information so you can make a fully informed decision that is on your best interest
- Let's stay focused on your goals and how to accomplish them
