Retirement planning. It's about time.

I have been with UBS Financial Services since 1999. I am a First Vice President of Wealth Management, Senior Portfolio Manager and Wealth Advisor. In addition to an undergraduate degree from University of Pennsylvania, I obtained a Juris Doctor from Suffolk University and my Master of Business Administration from University of Connecticut. My team and I offer consultation and analysis for individual and group retirement plans.

At UBS Financial Services, we are acutely aware that the quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future-with many retirement plan alternatives from which to choose.

Retirement plans offer such advantages as:

• Tax deductibility of contributions
• Tax-deferred compounding of earnings
• Ability to attract and retain valued employees

Choosing an appropriate retirement plan for your business can be complicated and time consuming. Whether you are considering a plan for the first time or evaluating an existing one, we can offer important services to help you understand the various alternatives and the key elements of the available options. 

We can help you with determining what retirement plan options best suits your needs. Working with you, we can create:

• Simplified Employee Pension Plan (SEP-IRA)
• Savings Incentive Match Plan for Employees (SIMPLE IRA)
• Profit Sharing Plan
• 401 (k) Plan
• Money Purchase Pension Plan
• Defined Benefit Plan

Providing sufficient retirement income for you and your employees at a reasonable cost to your business requires careful planning and investing. At UBS Financial Services, we can review your needs and develop appropriate strategies to establish a new retirement plan program for your business or enhance an existing one.   

Please contact The Bassock Wealth Management Team at 888-751-0287 or email us at andrew.bassock@ubs.com