At UBS, we strive to help pursue goals in light of each investor’s needs and circumstances. Since your qualified retirement plan distribution could represent the largest sum of money you’ll ever receive at one time, it’s important to do your homework and evaluate your options before you receive your distribution.

I am committed to working closely with my clients to develop a retirement plan distribution strategy tailored to their particular needs. This includes a thorough understanding of your objectives, realistic expectations and an understanding of the pros and cons involved with each option.