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Events for May 14, 2026

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6:30 pm

Social Security Workshop

May 14 @ 6:30 pm - 8:30 pm

Penn State Great Valley 30 E. Swedesford Road, Malvern

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Contact Us

Phone: 610.688.1555
Fax: 610.989.1724
Email: [email protected]

Our Location

992 Old Eagle School Road, Suite 913
Wayne, PA 19087
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Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Investment advisory and tax services are offered through Ron Taxin, tax attorney.

Ron Taxin is registered as an Investment Adviser Representative through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and United Retirement Advisor Group are independent of each other.

Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Insurance products involve fees and charges, including possible surrender penalties for early withdrawal.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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