About Us

USD Insurance and Financial Services was founded by an experienced group of retirement industry professionals with a specialized expertise in employee benefits and multiple retirement plan markets, including 403(b), 457(b), 401(k), and 401(a).

From the very beginning, USD has taken a strategic approach to the retirement planning and benefits industries by providing top-tier independent retirement planning and benefits with resources typically reserved for large national firms.

In turn, USD has empower their skilled Advisors with the necessary tools and support to offer outstanding solutions and services to 1000’s of clients.