At UEA, we believe everyone should have a financial plan and a reliable resource for making financial decisions. Examples of these decisions include whether or not you should buy or lease a car, how to stay debt free, and understanding your credit score and tips to improve it. When you enroll in any of our one year programs, we provide up to two free hours of financial guidance by a professional independent consultant. Please contact your tax advisor or CPA after speaking with one of our representatives about your specific financial circumstance. 

General Financial Guidance

Not sure where to get started with your finances? Our financial consultant will help you with the basics including how to setup a checking account, and how to create a budget.

College Savings Plan

Help make your child's dreams of going to college a reality by setting up a college savings plan. We can help you determine how much you need to save each month and discuss the tax benefits of 529 plans.

Retirement Planning

Building for retirement takes time and a well thought out plan. We provide unbiased advice in choosing the right retirement account, how much you need to save to meet your retirement goals, and general guidance in choosing the right investments.