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.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
How much can you afford to pay for a car?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to determine whether you qualify for the different types of IRAs.
Knowing your likely life expectancy is an important factor in making long-term financial plans.