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University Financial Group

Serving the financial needs of our clients.

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Understanding

Take the mystery out of retirement and preserving wealth.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Financial Services

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

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Insurance

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

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Investments

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

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Employee Benefits

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

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GO YOUR OWN WAY

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

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Dont Take the Bait: How to Recognize Phishing Scams

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck