Getting the right guidance for today and tomorrow
A key concern among our clients is, simply, will they be able to retire comfortably. With a specialty in retirement and lifetime income planning, we can serve as the “personal CFO” of your financial life and help you answer the important questions about protecting your lifestyle and livelihood in retirement.
Have I saved enough to retire comfortably? Entering retirement, many people fear the possibility of outliving their savings. Our protective strategies can help ease concerns about how long you will need to draw your funds in retirement and preparing for unexpected expenses.
Will I generate enough income in retirement? Our team can help you evaluate your potential retirement cash flow, income sources and your investment choices more clearly. We’ll work with you to maximize your employer benefits, address retirement income gaps, and optimize social security benefits.
What about the rising costs of health care? We address the potential significance of rising healthcare costs by objectively analyzing all of your current insurance policies such as life, long-term care, and disability insurance. Our solutions help to protect your assets so you can maintain your lifestyle.
Insurance products are issued by unaffiliated third-party insurance companies and made available through insurance agency subsidiaries of UBS Financial Services Inc. Guarantees are based on the claims paying ability of the issuing insurance company.