UFG Logo

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.


To get started, please email your application and declaration page from last year. and send them to admin@universalfg.com or fax it to 214.853.5846. If you have any questions, please me at 469.222.2009.

We can usually provide a indicational quote from this information.


Insurance applications are a download away

To get started, please call us at 469-222-2009 or email us at admin@universalfg.com

To Download a Professional Liability Application, press    

Professional Liability Application

Family saving for college
Man happy about referring people to Universal Financial Group
man signing application
Books, and Videos
Man Calling to Contact US
Find the answers to the questions our clients most frequently ask by clicking here.

Recommendations Here's what others say about Universal Financial Group
To download an application, click here
Books and Video's Video's of some creative investment strategies
Contact us
When you're ready to talk, were ready to listen. And were ready to help with a solution designed to meet your specific financial needs


Follow Us
News and Info
Privacy Policy
Site Map

Universal Financial Group
Call us at 972-386-6639
© 2015 Universal Financial Group
All Rights Reserved