ANNUITIES/403B-TSA
LIFE INSURANCE
PENSION & RETIREMENT
LONG-TERM CARE
EDUCATIONAL INSURANCE
JUST A FEW FEATURED CARRIERS
INSURING OUR LOCAL COMMUNITY SINCE 1999
USD Insurance and Financial Services (USD) is a national independent specialist in school district employee benefits and retirement planning services. With a unique approach to retirement planning, USD thrives because of its successful partnerships it takes on with each client. The expert guidance USD provides each client ensures the clients future will be secure. So the clients can focus on what is most important: Their Students. Founded in 1999, compassionately servicing school districts, non-profits, and public employees and their family members. Providing retirement, tax, and insurance plans to a deserving marketplace since 1999, USD Financial services has been servicing the financial needs of educational employees. We ensure that the educational, non-profits, and public employees get the help they deserve when designing and managing their benefits and retirement programs. We treat your retirement planning with the utmost care, providing a comprehensive strategy that is unbiased and strategically crafted for your individual retirement needs. We specialize in knowing the ins and outs of planning for retirement, providing you with expert knowledge and peace of min. We come to you with the expertise and are empowered by years of experience and a comprehensive, client-focused tool set.
Services
One of the many benefits of our partnership approach to your retirement and insurance needs is the vast skills and expertise that we have acquired by teaming with top-talent firms across the country. We provide our clients and employers with guidance, strategy, and additional services surrounding:
- Individual Retirement Counseling
- Financial Planning/Wealth Management for Retirement
- 403(b), 457(b), 401(k), and 401(a) Retirement Plans
- Investment Accounts (IRAs, Roth IRAs)
- Life Insurance
- Long-term Care
- College Savings Plans
- Employee Education
- Financial Wellness
Clients
We provide public education, governmental, and not-for-profit employees with solutions to their retirement and financial planning needs, including but not limited to Full Retirement Planning Solutions, including: 403(b), 457(b), 401(k), and 401(a)
Retirement Plans
We provide public education, governmental, and not-for-profit employees with solutions to their retirement and financial planning needs, including but not limited to:
- Investment and/or Savings Accounts (IRAs, Roth IRAs)
- Life Insurance
- College Savings Plans
- Estate & Tax Planning
- Financial Wellness Program
Preparing Educators & School Employees for Retirement
Over 30 years of experience in the educator market
Serving the Ca, TX, and UT areas
