University Financial Solutions, LLC.

University Financial Solutions, LLC. We help Families Navigate the College Planning Process, as well as help individuals and families navigate financial and retirement planning.

With the changes in the world because of the pandemic, we are actively offering email and phone contacts for our clients and prospective clients, with 'protocol safe' person to person visits, per approval.

If you were seriously injured today and had to quit work…how prepared would you be? If you’re feeling ill-prepared, you ...
11/18/2022

If you were seriously injured today and had to quit work…how prepared would you be? If you’re feeling ill-prepared, you should really be checking out this program. http://alrt.mx/RAGrJ

When it comes to disability insurance, Max Schmitz has it in his blood! As a third-gen DI Professional, Max joins us thi...
11/08/2022

When it comes to disability insurance, Max Schmitz has it in his blood! As a third-gen DI Professional, Max joins us this week to share his expertise on how you can do that most with your disability insurance. Be sure to click that link to check it out! http://alrt.mx/RAGrJ

Don’t get caught thinking “it could never happen to me.” Start your planning today. Have a great week! http://alrt.mx/RA...
11/02/2022

Don’t get caught thinking “it could never happen to me.” Start your planning today. Have a great week! http://alrt.mx/RAGrJ

Life insurance is for everyone, regardless of wealth status. Be sure to tune in to learn some life insurance tips and tr...
10/18/2022

Life insurance is for everyone, regardless of wealth status. Be sure to tune in to learn some life insurance tips and tricks from a seasoned professional! http://alrt.mx/8lV2a

You may think that you have enough in savings where you don’t need life insurance, but life insurance is for the living....
10/10/2022

You may think that you have enough in savings where you don’t need life insurance, but life insurance is for the living. No matter how much wealth you have, it’s always a good idea to have some. Why? Hit that link to find out>>> http://alrt.mx/8lV2a

This month we’re talking life insurance, and who better to touch on this important topic than Life Insurance Veteran How...
10/06/2022

This month we’re talking life insurance, and who better to touch on this important topic than Life Insurance Veteran Howard Sharfman. Be sure to tune in for Howard’s discussion on the importance of life insurance for all income levels. http://alrt.mx/8lV2a

Happy Saturday everyone! New show is out today, so be sure to give it a listen! http://alrt.mx/8lV2a
10/01/2022

Happy Saturday everyone! New show is out today, so be sure to give it a listen! http://alrt.mx/8lV2a

The 529 plan may do a lot…but it won’t be able to help with this! http://alrt.mx/3V6rd
09/28/2022

The 529 plan may do a lot…but it won’t be able to help with this! http://alrt.mx/3V6rd

College isn’t a cheap investment. Tune in to this month's show to learn how resources like the 529 plan can lighten the ...
09/20/2022

College isn’t a cheap investment. Tune in to this month's show to learn how resources like the 529 plan can lighten the financial burden of sending your kids off to school. http://alrt.mx/3V6rd

Every young adult dreams of seeing this image when they go off to college, but there’s a lot of planning to make this dr...
09/12/2022

Every young adult dreams of seeing this image when they go off to college, but there’s a lot of planning to make this dream a reality! Click that link to make sure you’re up to speed! http://alrt.mx/3V6rd

This month, we brought back the Chair of the College Savings Foundation, Vivian Tsai, to talk about college planning and...
09/09/2022

This month, we brought back the Chair of the College Savings Foundation, Vivian Tsai, to talk about college planning and what resources are available for students and their families. If you’re sending your child off to school this fall this episode is a must listen! http://alrt.mx/3V6rd

Address

105 Twin Lake Drive
Swansea, IL
62226

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm

Telephone

+16182362701

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