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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.

Questions & Answers

If you have some questions, please call us at 972-386-6639 or email them to mark@universalfg.com

Frequently Asked Questions

Do I have to work exclusively with Universal Financial Group?

No. At Universal Financial Group, we want to be part of your financial advisory team. We would be more than happy to work with your existing CPA, estate planning attorney and any other individual or company.

How come I have not heard of these concepts before?

We like to think outside of the box. We have over 25 Years of experience either creating or improving upon solid financial principles

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Call us at 972-386-6639
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