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.
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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.
Estimate the future value of your current savings.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Use this calculator to estimate how much income and savings you may need in retirement.