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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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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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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