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We help our clients pursue their wealth management goals through careful advice. We offer our customized wealth management solutions to wealthy individuals and families, family offices, charitable gift programs, endowments and foundations. Call us at 972-386-6639 to schedule a personal wealth review.

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January 1, 2019

Privacy Policy

Universal Financial Group, an independent financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Universal Financial Group. As you know, we use financial and health information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below. The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It will include information about your personal finances, information about transactions between you and third parties, information about your health to the extent that it is need for the planning process and/or insurance applications and possibly information from consumer reporting agencies. Where necessary, we may disclose nonpublic personal information that we receive from you such as your name, address, social security number, assets and income to third party financial services providers, such as brokerage firms, mutual fund companies, insurance agents, accountants and attorneys that you have or intent to have a business relationship with. In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. We may also disclose nonpublic personal information about you to nonaffiliated third parties as permitted by law. [For example, disclosing information needed to process or service a financial product that a consumer requests or authorizes and disclosing firm records to federal and state regulators.] We do however, restrict access to nonpublic information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose. We do not sell information about current or former clients to anyone. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. In addition to current clients, this same privacy policy applies to former and inactive clients as well. We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk. If you prefer that we not disclose nonpublic personal information about you to nonaffiliated third parties, you may opt out of those disclosures, that is, you may direct us not to make those disclosures (other than disclosures necessary and permitted by law). If you wish to opt out of disclosures to nonaffiliated third parties, you may call the following number: 1-469-222-2009.

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