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Welcome to United Senior Advisors Group LLC
Since 1980, United Senior Advisors Group LLC has worked to help our clients gain confidence in their finances while building lasting relationships based on results. Our team is dedicated, professional and knowledgeable about the issues our clients face.
“I am not so much concerned about the return on my money as I am the return of my money.” — Will Rogers
What We Do
At United Senior Advisors Group LLC, our goal is to help preserve your lifestyle during your retirement years by building a financial strategy using insurance and annuities that help you gain confidence in your later years. We work to help ensure that you receive the benefits you are entitled to, including veterans' benefit planning and Medicaid.
What We Ask of You
Be honest with us. We want to understand what’s important to you. Having a good idea of the resources and assets you have will help us create a retirement income strategy that can put you on track to meet your goals.
If you’re currently working with a financial professional, we’d like to know that so we can review your current strategy and identify any potential areas for improvement.
Creating a custom income strategy that is specific to your particular situation takes time. We ask for your patience as we create a retirement income strategy designed especially for you.
Finally, we want you to feel free to communicate with us. If you have concerns or problems, let us know so we can address them.
What We Promise
We promise to treat you like we would our own family by providing you with custom solutions designed to help you meet your unique financial needs. Our team of financial professionals will show you how insurance and annuity products can:
- Help reduce the taxes you are paying now as well as the taxes your heirs will pay in the future
- Help reduce the amount of risk in your retirement strategy
- Create and implement strategies designed to help preserve your lifestyle
For a detailed list of our services, click here.