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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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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Keeping Cool in Volatile Markets

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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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