High Net-Worth Clients
You deserve a financial advisor who understands your needs.
We created our virtual family office structure to ensure our high net worth clients have the same access to services as the ultra-wealthy. We’re proud to be a one-stop shop for our clients; call us today and let us know how we could help you with your financial goals.
Services:
- Accumulation Planss
- Distribution Plans
- Qualified Plan Studies
- Captive Insurance Feasibility Study
- Charitable Structure Studies
- Investment Portfolio Analysis
- 199A Plans
- Practice Sale/Purchase
- Action Plans
- And much, much more.
Book an Appointment
We’re ready to meet you. Come have a no-cost, no-obligation appointment with us and learn if we’re a good fit for what you need.
Fields marked with an * are required
Short Form
Tell us about yourself and we’ll get back to you.
United Safeguard Financial Group™
6010 W. Spring Creek Parkway
Plano, TX 75024
United Safeguard Financial Group™,
6010 W. Spring Creek Parkway
Plano TX 75024
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20995 - 2021/5/5