Helping Families, individuals, and businesses grow their wealth and financial security!
As a Financial Advisor with University Financial Group, my world-class service maintains the same standard for all our clients: the very best. Through all market conditions, I strive to simplify the complexities of your financial life so you can focus on the things really matter most to you. From retirement planning to investment management, tax saving strategies and more, I integrate your entire financial life into one cohesive strategy. While cultivating your total lifetime wealth, I work to increase your financial independence and that highly prized commodity: time. After diligently considering your long and short-term goals, risk tolerance and protection needs, I will build tailor-made strategies to help fulfill your goals. With the long-range always in view, I seek to inspire confidence in all chapters of your life: today, tomorrow, and for years to come.
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Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 513.794.6794.
Contact your registered representative to obtain current prospectuses. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses of the underlying variable portfolios carefully before investing.
Guarantees are based on the claims-paying ability of the issuing insurance company.
As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.
Include your broker dealer if not registered with ONESCO.
Investment Advisory Services offered through O.N. Investment Management Company
Insurance and annuity products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Company not licensed to conduct business in New York.
Alan Is register in Idaho, Utah and Wyoming
