financial services

financial services

One stop for all your financial planning and insurance needs.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That's where we come in.

We use insurance products, such as fixed annuities, to help you build financial strategies. From tax-efficient strategies to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

At United Senior Advisors Group LLC we can offer you the following products and services:

(Hover over or tap the images below to learn more about some of the services we offer)

Using our unique team approach, we develop a personal income strategy that fits your family or organization.

We invite you to take some time to explore all of the exciting areas of our extensive website specifically developed for our clients' use. Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

USA Group Retirement Roadmap Mockup

Find Your Way to Retirement

Get instant access to this free guide to help develop your retirement income strategy. Enter your email to download!