Individuals & Families
What matters more than taking care of yourself and the people you love?
We’d argue nothing does. That’s why we’ve dedicated ourselves to acting as fiduciaries for our clients. That means that we’re legally obligated to act in our clients’ best interests (and that we can back up our choices on their behalf). That way, the people who trust us know that we’re always in their corner, no matter what. We’re independent, which means we have access to a wide variety of products and services we can use to help custom-build a plan for each individual client’s needs.
Products & Services:
- 529 College Savings Plans
- Financial Planning
- Health Insurance
- Investment Management
- Property and Casualty Insurance
- 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