UNIVERSITY FINANCIAL SERVICES

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Understanding Todays Unique Financial Environment

At University Financial Services, we understand the unique circumstances that people face as they prepare for retirement. Our team of knowledgeable financial advisors can help take the mystery out of financial planning and create wealth management tools for your future. Whether it’s investing in traditional retirement accounts, building assets for your family, or preparing for unforeseen events, our personalized products are tailored to fit your individual needs and long-term goals.

For more information on how to plan your wealth management goals and investment accounts, visit with our team of finance professionals in person.

PRODUCTS & SERVICES

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 YOUR FINANCIAL ADVISORS

UCU Financial Services Brett

Brett

Leonhardt
Financial Advisor

UCU Financial Services Michael Stringham

Michael

Stringham
Financial Advisor

 

 

 

 

 

 

 

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