Financial Services

There are many things to consider when preparing for a career or lifestyle change. We can help you answer questions you may have about planning for your future. Here are some things to consider:

• If you are going through a career transition, are you still in growth mode or are you more interested in capital preservation? Complete our Individual Investor Profile, which will help assess your risk profile.
• Did you know that there have been many changes in estate law over the last few years? It may be time to reevaluate your estate planning strategies.*
• Are you looking for a tax-advantaged way to set money aside for the education funding needs of your children?* Consider 529 College Savings Plans.
• Have you worked at the same company for a number of years? You may have accumulated an overly concentrated equity position. We have ways to help you appropriately diversify and reduce exposure to your company’s stock.
• Are you considering retiring or changing jobs? It may be time to look at the assets that you have in your current employer’s retirement program.

Together, we can review these questions and discuss appropriate strategies for your particular situation.

*Neither UBS Financial Services Inc. nor its employees provide legal or tax advice. You must consult with your attorney and tax advisors regarding your personal circumstances.