USPA-benefits.org assembled a team of credentialed experts, each with extensive experience to examine your current financial planning strategies and offer well-researched, time-tested solutions to help you optimize your financial goals. You can engage in these consultations by phone or virtual meeting from anywhere in the country. We serve clients in all 50 states.
THE BEST SOLUTIONS FOR YOUR UNIQUE SITUATION
USPA members and their families now have access to the best insurance & retirement product solutions in the marketplace. In addition, we offer FREE financial planning telephone consultations with a CFP® certified financial planner.
These consultations are for everyone regardless of age or income. Through this membership portal, you can easily request quotes online & schedule your FREE consultations.
WE’VE GOT YOU COVERED
Our comprehensive approach includes: investments, taxes, insurance, retirement, estate planning and social security planning. For business owners, our suite of services include: succession and retirement planning strategies, buy-sell agreements and employee benefits.
Insurance Planning & Risk Management. Investment Planning. Retirement Planning. Estate Planning. Employee Benefits Planning. Whether you're an individual or business owner, we've got you covered.
Your initial consultation will be with Evan Belaga CFP, CLU, ChFC. LEARN MORE ABOUT EVAN.
Please feel free to browse this website to learn more about financial planning and the products and services we offer. Thanks for visiting.