Universal Financial Group

Specialized Expertise for Medical Professionals

At Universal Financial Group, we understand that dentists and physicians often do not have access to traditional corporate pensions and benefits—so they need to save and invest on their own to help achieve financial success.

Before joining Universal Financial Group, financial consultant Dr. Bill Albair was a dentist and periodontist for more than 30 years. He brings first-hand knowledge of the issues and challenges that medical professionals face.

In addition, our firm has strong expertise in creating tax-advantaged retirement plans for small and mid-sized practices that can help accelerate your ability to reach your financial objectives.

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Securities offered through Securities America, Inc.
A registered broker/dealer. Member FINRA & SIPC.
Registered in the following states: AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, ND, OH, OK, OR, PA, RI, SD, TN, TX, UT, VT, VA, WV, WI, WY

Advisory services offered through Beam Asset Management.   Beam Asset Management and the Securities America companies are separate entities.  Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.