University Financial Group

Serving the financial needs of our clients.

Across a broad spectrum of services, we help you promote and establish your financial independence.

We seek to protect the things you value most—your family, your health, your income, your savings.

The foundation of our investment management philosophy relies on understanding your unique situation.

We can help you and your firm across a spectrum of retirement plan services.

You have goals, we have expertise. Together, we can chart a course towards your financial success.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This calculator can help you estimate your annual federal income tax liability.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much Disability Income Insurance do you need?