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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 provide an in house accountant to help with your tax preparation needs.

Insurance

Uncertainty is a part of life, and our advisors value lasting strategies that protect our clients’ best interests. We offer strategies across a spectrum of services that help ensure the continued protection of your loved ones, your assets, and more. We will defend what you’ve worked so hard to achieve.

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Investments

Our focused approach starts with understanding your needs and values. We then develop tailor-made strategies to help secure your short-term interests while protecting your long-term goals. Our customized strategies take everything into consideration, including your unique risk tolerance, your family and employment situations, and more.

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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.

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