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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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Newsletters

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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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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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Tips to Help Preserve Your Inheritance

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

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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