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. Read More
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. Read More
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. Read More
Our customized employee benefit plans assess your company’s unique situation, analyze your team’s diverse goals, then build the best strategies to recruit, retain, and reward your top talent. We research current costs and programs from the nation’s top benefits providers to find the ideal and most cost effective, high quality solutions for your firm’s needs. Read More
Excellence knows no dollar value. At University Financial Group, our world-class service maintains the same standard for all of our clients: the very best. Through all market conditions, we strive to simplify the complexities of your financial life so you can focus on the things you value most. From retirement planning to investment management, tax consultation and more, our advisors integrate your entire financial life into one cohesive strategy. While cultivating your total lifetime wealth, our advisors work to increase your financial independence and that highly prized commodity: time.
After diligently considering your long and short-term goals, risk tolerance and protection needs, we then build tailor-made strategies to help fulfill your goals. With the long-range always in view, we seek to inspire confidence in all chapters of your life: today, tomorrow, and for years to come.