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Book now for
Free Retirement Planning Session

Business Team

WHAT

WE

DO

The United Schools Associates (USA) is pleased to support all its retirees. USA Team will work closely with you to create a personalized plan so you can enjoy retirement confidently.

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Our Approach Strategy 

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Certified
Financial Analyst

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Receive Free Gap Analysis Retirement Report​

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Certified Insurance Professionals

Our Team
 
Your Team

&

Outside Counsel
including Estate Planning Attorneys

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Certified
Financial Planners

Optional Wealth Management Advisor

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Our Goal

  • Achieve your goals

  • Accumulate more for retirement

  • Build a lifetime income "paycheck"

  • Protect yourself and the people you love

  • Leave a lasting financial legacy

  • Protect your assets (retirement income protection, retirement equity protection)

  • Safely grow your assets (self-funded pension plan)

  • Help you confidently reach your retirement goals

  • Produce life income

  • Work toward covering retirement gaps e.g., Windfall Elimination Provision(WEP) Government Pension Offset (GPO) issues and more..

Interested in learning more?

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