Disclosures: University Wealth Advisors LLC is not affiliated with any specific employers & does not represent itself to be a part of any university or financial custodian. UWA is not in the insurance and financial services business, but advisors may be compensated by recommending insurance products in line with clients’ needs and goals. No information outside of a formal recommendation should be considered investment advice. Securities contain risk and may lose value. UWA is a registered investment registered in the states of Ohio & Michigan with the ability to be registered in several other states should it be required to under FINRA and SEC rules