Why Choose University Financial Services?
Tailored for You: Our services are designed with our clients in mind. We understand your unique needs and craft personalized solutions to match your lifestyle and goals.
Start Early, Reap the Rewards: Early financial planning sets the foundation for a prosperous future. We'll show you how to make the most of your resources today, ensuring a comfortable tomorrow.
Tax-Efficient Strategies: Maximize your savings with our tax-free retirement options. We'll guide you through the benefits of insurance as a powerful tool for building wealth while minimizing tax implications.
Protection Beyond Tomorrow: Our living benefits provide a safety net, giving you the confidence to face life's uncertainties head-on. It's about creating a financial plan that adapts to your needs.
At University Financial Services, we are dedicated to empowering individuals and families on their financial journey by providing a comprehensive range of services. Our mission is to ensure financial security and success through strategic planning, expert guidance, and a commitment to your unique financial goals.
Jennifer Morgan, M. Ed.
Licensed agent in multiple states.
Specializing in retirement planning for all ages.
Background in financial budgeting, college planning, and savings.