Universal Financial Group

Fee-Based Personal Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to address multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

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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.