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Employee Benefits

Whether you are seeking to transition ownership of your business to family, improve corporate benefits, or more effectively reward and retain employees, our advisors have you covered. We can help you and your firm across a spectrum of retirement plan services, including customizing employee education, assisting cost control measures and more.

Financial Services

At University Financial Group, our goal is simple: to help grow and protect your assets. Across a broad spectrum of services, we help you promote and establish your financial independence. We have an in house accountant to help with your tax preparation needs.

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Insurance

We seek to protect the things you value most—your family, your health, your income, your savings. Above all, we aim to provide the assurance that your assets will help sustain your lifestyle today and throughout your financial future.

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Investments

We lead with solutions, not products. The foundation of our investment management philosophy relies on understanding your unique situation. Only then will we begin to select the ideal investments with your best interests in mind.

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