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