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.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

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

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to determine whether you qualify for the different types of IRAs.