Retirees & Pre-Retirees
Are you sure you won't outlive your income in retirement?
Retirement planning is a very broad term and can encompass many different areas. If you are young and just getting started, a Baby Boomer getting ready to retire, or if you are already retired, your objectives and goals will be different.
Products & Services:
- 401(k) Rollovers
- 403(b) Planning
- Estate Planning
- FEGLI Planning
- IRAs & Rollovers
- Long-Term Care
- Medicaid Planning
- Medicare Supplements
- Retirement Income Planning
- Social Security Maximization
- Tax-Efficient Strategies for Individuals
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.
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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