URS Advisory
 (561) 594-0101 info@ursinsurance.net
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URS Insurance

If you’re approaching or in retirement and are concerned about outliving your money, talk to us.
If you’re retired and are looking to grow and protect your wealth and leave a legacy for your family, talk to us.
If you’re concerned about the rising cost of healthcare in retirement, talk to us.
If you’re raising a family and concerned about protecting your spouse and children in the event of your untimely passing, talk to us.
  • Medicare Solutions
  • Life Insurance
  • Long-Term Care Planning
  • Income Planning
  • Legacy Planning
  • Investment Management

Are you ready to create a retirement plan that will withstand the test of time?

Click here to get started!
Retirement today can feel like navigating your way through a maze. If you invest too conservatively, your assets won’t grow enough to get you to the comfortable, worry-free retirement your heart is set on. Invest too aggressively, and one big market downturn can lead you and all your plans into a brick wall. You know your best bet is to work with a retirement planning specialist, but there are so many advisors out there and so much conflicting information in the marketplace, it’s difficult to know who to listen to and where to turn.

We can promise you that you will get customized, professional advice in common language that takes into account your unique facts, concerns, and financial circumstances. What’s important to you is important to us. We are fiduciaries, which means we have pledged to always put your needs and circumstances above our own and anyone else’s, and we wouldn’t have it any other way. We’ll help you make retirement decisions that will take you on the best route through the maze and keep you from running into brick walls and dead ends. Our goal is to make the ride easy and comfortable for you and your family.

Medicare Solutions



Are you overwhelmed by all of the paperwork, brochures and phone calls you’ve been receiving in regards to your 65th birthday? Does the word ‘Medicare’ make you cringe with anxiety? You’re not alone! Fortunately for you, you’ve come to the right place at the right time.
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Income Planning



A crucial first step toward helping ensure adequate funding throughout your retirement is understanding that having retirement savings is not the same thing as having retirement income. Saving for retirement is what you have spent most of your working life doing, but now is the time to begin using those savings to create the retirement income you’ll need. This can represent both an incredible investment and mental challenge and is a process made much easier by enlisting the services of a financial professional.
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Long-Term Care Planning

If you or a loved one need long-term care, it is important to have a plan in place to help get the quality care you deserve. At URS Insurance, we believe we have an obligation to tend to our clients’ needs, especially when they are no longer able to do so themselves, and help ensure that each dollar is spent wisely and with our clients’ best interests in mind. Learn More

West Palm Beach Office

Overnight and Mailing Address
2247 Palm Beach Lakes Blvd, Suite 106
West Palm Beach, FL 33409
E: info@ursinsurance.net
P: (561) 594-0101
F: (561) 584-6892

Treasure Coast Office

By Appointment Only
2400 SE Federal Highway, Suite 210,
Stuart, FL 34994
E: info@ursinsurance.net
P: (772) 919-6644
F: (561) 584-6892

All written content on this site is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.  Opinions expressed herein are solely those of URS Advisory LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. Advisory services are offered through URS Advisory LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through URS Insurance, an affiliated company. URS Advisory LLC and URS Insurance are not affiliated with or endorsed by the Social Security Administration or any government agency. Investing involves risk including the potential for loss and past performance is no indication of future results. Exclusive rights to this material belong to GPS. Unauthorized use of the material is prohibited.