Investments & Financial Strategies
Our mission is to provide and support quality financial strategies for our customers. Our approach of listening to our clients needs and goals and a commitment to customer service are keys to our success.
When you choose United Security Agency, you're not limited to a single insurance company for quotes and coverage options. Because our agents are partners with a carefully chosen group of companies selected for stability, service, well-known products and competitive prices, United Security Agency can work for 'you' and provide quality products and services.
Learn more"We take pride in ALWAYS being there for our clients. We see every relationship as an opportunity to personally provide value, understanding, education and customized solutions - that exceed expectations."
Our FirmOur mission is to provide and support quality financial strategies for our customers. Our approach of listening to our clients needs and goals and a commitment to customer service are keys to our success.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Estimate the future value of your current savings.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.