We stand for what's right.

For you, as an investor, it is important you understand the type of financial adviser with whom you are working. One of the most important distinctions to understand is if your adviser is held to a fiduciary standard or not.

As a licensed investment adviser representative of Brookstone Capital Management, LLC, an SEC Registered Investment Adviser, we are held to a fiduciary standard. What this means to you is that by law we must follow our fiduciary duty to put our clients' best interests first.

As a fiduciary, we are held to the highest standard and must have 100% transparency with fees and our fee structure.

This matters because brokers are primarily compensated through commissions from making transactions. 

We believe the best way to help our clients achieve their goals is to help inform them in a simple and straightforward manner. We will never talk above a client and will always take the necessary time with each client to answer all questions.

When discussing products with our clients, we make it a point to clarify that every investment has two things in common:

1. Every investment has a designed purpose.
2. Every investment has a downside.

Far too often, clients come into our office for a second opinion and unfortunately many of them are not using the investments in their portfolio for their designed purpose.

For example, they may be using a bond portfolio for stability when a bond's designed purpose is to provide income. They may be taking on much more risk than they realized and don't understand the downside characteristics of the investment.

At United Safeguard Financial Group, we make sure our clients understand why recommendations are made and how we are using a particular investment to meet their retirement needs and goals.

The structure of our company is independent, allowing us to offer the best products from dozens of first-class quality companies. We feel this structure is ideal for being able to tailor strategies for each one of our clients.

We have no proprietary products or sales quotas to meet. We will always search the market to find the best company and product for your specific retirement need.

Our consultations are free and there is never any obligation to do business. You can schedule an appointment in our office or in the comfort of your home.

Working with an adviser with experience is perhaps the most obvious and one of our team's most important characteristics.

Our founder and CEO, John Schnorr, has over 20 years of experience designing strategies for retirees to preserve their wealth and help them secure their retirement.

Choosing the right adviser is similar to choosing the right physician depending on your medical condition. If you have a heart condition, you seek out a physician who specializes in cardiology. Just the same, if you are transitioning into retirement, or already retired, it makes sense to find an adviser who specializes in working with retirees and understands how to solve the unique challenges they face.

At United Safeguard Financial Group, we specialize in working with retirees and those within five to ten years of retirement. We understand the unique challenges of getting to retirement and more importantly getting our clients through retirement without running out of money. Our strategies are focused on income and growing our clients' assets without taking unnecessary risks.