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.
"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 FirmWhen 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 moreOur 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.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How Long Will Your Funds Last?