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.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Shows how transfer-on-death designations help avoid probate costs.

Describes financial burdens associated with end-of-life care and funerals.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How much would your monthly lease payment be?

Will you be able to afford nursing home care?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.