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 CERTIFIED FINANCIAL 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. We are confident in our services and list our pricing right on our website. We are proud to use TD Ameritrade as our custodian and can also help manage assets directly in your retirement account.
A Refreshing Twist on Financial Planning & Asset Management
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals. We are very confident in our services so we list our prices so they are easy to see. Click Here to see our Transparent Pricing
I Care About Your Future
Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?
We Help Families & Individuals Create Financial Plans For Success.
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
We are recommended by the Dave Ramsey Smartvestor Network
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.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
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