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.

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

Here are some ideas to help pursue a life of financial freedom.

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.