Skip to content

Uncategorized

Hello World

Leave a Comment / Uncategorized / webteam

Hello World Text

Hello World Read More »

We’re Here to Help

Have a nagging concern? Reach out to us to get some answers.

Address

211 S. 2nd St., Suite 241, Clarksville, TN 37040

Phone

931.494.4738

Email

[email protected]

Connect

Schedule a Meeting
Attend an Event

Investment Advisory Services offered through SageGuard Financial Group, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All communications by SageGuard Financial Group, LLC or any of its managers, officers, employees, representatives, affiliates or agents (collectively “SageGuard”) are subject to our Terms Of Service . Please note that any written or oral communication, provided directly or indirectly to you by SageGuard is in no way to be considered or construed as a solicitation for investment, nor is it intended to be legal or tax advice.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

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.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of David Perez or Union Financial Services, LLC is stated or implied. Appearances in media outlets listed above were obtained and paid for through a PR program.

Privacy Policy | Terms of Use

Read Full Disclosure | Form CRS

4/22-2116978C