Universal Financial Group

Universal Financial Group is a diversified financial organization based in Dallas, Texas, specializing in tax-related investments for attorneys. They offer customized wealth management solutions, innovative investment ideas, and opportunities to help lawyers pursue their wealth management goals. With a focus on long-term asset allocation and personalized investment strategies, Universal Financial Group also provides services in estate preservation, maximizing charitable giving, and complex business solutions.

Additionally, Universal Financial Group offers lawyers the opportunity to purchase Lawyers Professional Liability insurance at wholesale prices, bypassing broker commissions and saving money for their firms. They also provide services in real estate, including cost segregation studies, which can help increase cash flow and reduce taxes owed on real estate holdings, including office spaces.

Generated from the website