University Financial Group

One-third of small business owners don’t have an estate plan in place. Don’t leave your family and your business’ future to chance. Call me today to make sure they’re protected.
Source: MassMutual Business Owner Perspectives Study, 2025

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, staying informed and maintaining a long-term-focused approach to wealth is crucial. While AI can offer many potential advantages, it also presents new challenges and catchy trends that require careful consideration with a trusted financial professional. Let’s work together to navigate the evolving, and often complex, financial landscape.

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71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Call me today to ensure you have the coverage you need.
Source: NAIC, 2022

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the difference. Let’s build a plan that works for your business and your people. Contact me today.

Only about 50% of small business owners have started creating a written succession plan. Don’t risk the future of your business. Let’s build a smart exit plan together. Contact me today.
Source: MassMutual Business Owner Perspectives Study, 2025