Building Lifelong Relationships Rooted in Performance & Trust

About Our Firm

United Safeguard Financial serves clients in Florida, Texas, New Mexico and California by offering investment advice, retirement planning, income planning, wealth preservation and wealth transfer. We do this through the following services:

• Wealth Preservation
• Wealth Management and Investment Advisory
• Income Planning and Tax Reduction Strategies
• Wealth Transfer through Estate Planning



Our mission is to empower and educate our clients to secure their retirement goals. We are dedicated to provide solutions for our clients so they may preserve their wealth and grow their retirement assets without taking unnecessary risks. Through our financial planning and design team, we take a personal one on one approach with every client in order to provide them with the best possible recommendations.

The structure of our company is independent which allows us to always offer our clients the best products and strategies to meet their needs. Unlike most brokerage firms and captive companies we are not limited with what we can offer nor do we have proprietary products we are forced to sell. 

We are Fiduciary Investment Advisor Representatives and offer fee based portfolio management on an Institutional platform with Brookstone Capital Management, LLC. 

From fixed guaranteed products for income planning, to designing a fee based portfolio to meet your needs, we have you covered:

10 steps
To a Successful Retirement

Download your copy of 10 Steps to a Successful Retirement compliments of United Safeguard Financial Group!

Our Services Include:

• Retirement Planning
• Wealth Preservation
• Institutional Level Investment Advisory and Wealth Management
• Income Planning
• 401k and IRA Rollover
• Social Security Planning
• Traditional IRA and Roth IRA
• Tax Free and Deferred Programs
• Long Term Care Insurance
• Life and Health Insurance

In additional to these services, we have partnerships with some of the premier Tax Advisors and Estate Planning Attorneys in our industry. 

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

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered Investment Advisor