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.
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.
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.
How much would your monthly lease payment be?
This calculator can help you determine how soon you can pay off your mortgage.