Choose A FEE Only Dave Ramsey SmartVestor Pro You Can Trust. Advice Only From a Fiduciary.
Not all SmartVestors are the same. Some Advisors give you cookie cutter Portfolios and outsource the investments while we tailor your Portfolio to your goals and needs while coordinating all your wealth. University Financial Strategies Fees are structured so you know what you are paying for and as a Fee Only Planner we are not paid on commissions or any other hidden fees. We do better when you do better. Don’t be fooled by Brokers or Advisors who are really just salespeople selling you products.
A Refreshing Twist on Financial Planning
I Care About Your Future
At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
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