Who We Are
We assist families in addressing these and other critical concerns as they work toward financial independence in retirement. We're convinced that we can also assist you in making clear and confident decisions about your future.
We are proud of our independent approach to assisting our customers in protecting and growing the money they will need in and after retirement. We'd be delighted to do the same for you and your loved ones.
About Us
Getting a Sense into Your Future
Whether you're 35 or 65, the actions and plans you make now will impact your future lifestyle. We can assist you in allocating your retirement portfolio following your overall retirement strategy.
When you need income from your retirement investments, we can develop a plan to maximize income while lowering taxes so you don't outlive your assets. We can help you prioritize your goals and design a strategy to protect and grow your retirement assets through thorough planning.
Whether you're still building your savings account or have already retired, a well-thought-out approach is vital to:
• Satisfy your retirement income requirements and your aspirations and costs.
• Keep your priorities and lifestyle choices intact.
• Set financial goals for vacation, healthcare, estate planning, charity giving, and other objectives.
Our Mission, Vision, And Values
When you need income from your retirement investments, we can develop a plan to maximize income while lowering taxes so you don't outlive your assets. We can help you prioritize your goals and design a strategy to protect and grow your retirement assets through thorough planning.
ESTABLISHING A CLEAR PICTURE. One of the most important, but often overlooked steps in preparing for retirement is to visualize what you want it to look like and to prioritize your life goals.
Defining Our Capabilities By Our Impact.
Some important questions to consider when reviewing your long-term retirement goals and financial objectives.
• What do I need to know before starting a retirement plan rollover?
• When should I start collecting Social Security?
• What impact will an increase in healthcare costs have on my ability to retire when and how I want?
• Is long-term care insurance something I should think about?
• Will I be able to maintain my current standard of living in retirement?
• How might involuntary or early retirement affect my capacity to fulfill my retirement objectives?
Talk with Us!
Get your questions answered with United Assurance Group.
Join Our Newsletter
Don't miss out on the next post! Have the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
Join Our Newsletter
Don't miss out on the next post! Have the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
Contact Info
425-892-4242
clientservices@unitedassurancegroup.com
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Contact Info
(360) 218-5548
clientservices@unitedassurancegroup.com