Pursue what matters most

Confidence for today, tomorrow and generations to come

With over 35 years of experience, Flint Financial Group is a multigenerational team of Financial Advisors focused on the specific needs of retirees, business owners and each generation of their families. We offer the advantages that come from decades of insight and knowledge, the ability to navigate financial complexity with ease, relationships that last for generations and a genuine commitment to serve others. We are located at the Fort Myers UBS branch, but proudly serve clients and families all over the nation.

Flint Financial Group offers you:

Family team dedicated to you for the long term
Access to the extensive global resources of UBS
Wisdom and insight that come from decades of experience
Core values that extend from a faith commitment

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All of our professional relationships are personal to us. Each starts with trust, and over time becomes a longstanding mutual commitment that lasts for decades.
- Flint Financial Group

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

UBS Wealth Way

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.}